Tensions between Poland and Russia, Middle East escalation by the Israeli military, and domestic division in the U.S. following the shooting of a conservative activist — the surge in gold may be signaling a “decentralized military conflict risk.”

https://medium.com/@225now

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#Yaho

ポーランド・ロシアの緊張、イスラエル軍による中東の緊迫、保守派銃撃による米国内分断──金高騰は“分散型軍事衝突リスク”を示唆？

https://note.com/225now

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#Yaho

総裁選ムードとEPS回復基調。二つの力が交錯する中、PER18倍の壁をどう突破するのか。

https://note.com/225now

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#Yaho

With election momentum and recovering earnings,the Nikkei stands at a critical threshold:can it truly break past the 18x PER wall?

https://medium.com/@225now

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#Yaho

While the spotlight shines on Koizumi and Takaichi,

the realistic favorite is Motegi,

with Akazawa as the unexpected card.

https://medium.com/@225now

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#Yaho

華やかな注目は小泉氏・高市氏に集まるが、現実的な本命は茂木氏、意外性のカードは赤沢氏。

https://note.com/225now

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#Yaho

AI boosts individuals, but organizational productivity remains uncertain. The true winners may still be outside the stock market.

https://medium.com/@225now

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#Yaho

個人の生産性は飛躍的に高まる一方で、組織の生産性向上は本当か？本当の勝ち組はまだ株式市場には現れていないのかもしれない。

https://note.com/225now

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#Yaho

Stagflation fears are back. Gold and equities are both rising — but they may be telling different stories.

midium

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#Yaho

高まるスタグフレーション懸念。

金と株、それぞれの上昇が語る“別の物語”。

https://note.com/225now/n/n65240b28f160

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#Yaho