It may be time to ask what the market is trying to defend. <a href="https://note.com/225now/n/nf499cf6b744a" target="_blank" rel="ugc noopener noreferrer">My Model click⁠</a> #225NOW#Yaho

It may be time to ask what the market is trying to defend. My Model click⁠ #225NOW #Yaho

It may be time to ask what the market is trying to defend. <a href="https://note.com/225now/n/nf499cf6b744a" rel="noopener noreferrer">My Model click⁠</a> #225NOW#Yaho

Was the Nikkei 50,000 Rally Actually Defensive? The Uneasy Signals from U.S. Equities, Gold, and Bitcoin｜2025/11/7

時間的消耗と無関心が利益の源泉である
 “Temporal decay and indifference are the source of profit.”
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Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-driven decay, and cross-asset interdependencies, creating an index-sensitive option arbitrage framework. Beyond quantitative use, it archives voice, text, and formulas as durable assets to preserve insight through cycles and systemic resets. Coverage: Options, Volatility, Nikkei 225, S&amp;P 500, Gold, FX, Fixed Income, Macro, Geopolitics, Electricity.
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note:
https://note.com/225now/n/nf499cf6b744a

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時間的消耗と無関心が利益の源泉である “Temporal decay and indifference are the source of profit.” - Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-driven decay, and cross-asset interdependencies, creating an index-sensitive option arbitrage framework. Beyond quantitative use, it archives voice, text, and formulas as durable assets to preserve insight through cycles and systemic resets. Coverage: Options, Volatility, Nikkei 225, S&P 500, Gold, FX, Fixed Income, Macro, Geopolitics, Electricity. - note: https://note.com/225now/n/nf499cf6b744a

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Was the Nikkei 50,000 Rally Actually Defensive? The Uneasy Signals from U.S. Equities, Gold, and Bitcoin｜2025/11/7

Was the Nikkei 50,000 Rally Actually Defensive? The Uneasy Signals from U.S. Equities, Gold, and Bitcoin｜2025/11/7