大橋ひろこ

トランプ大統領の「くら寿司」株購入の規模と異質さが話題になっていますが、米ビジネス誌ファスト・カンパニーも AI 機器メーカー「フジクラ」混同説を支持。 トランプには過去にもイベント会場手配の際、高級ホテル「フォーシーズンズ」の代りに同名の小さな造園業者を押さえてしまうという前科が。

JUST IN: Hedge funds increased short positions to "highest level" in 10 years

NOW - Trump to give Iran 2-3 days, maybe early next week, before taking additional military action.

*TRUMP WARNS POSSIBLE FURTHER STRIKE ON IRAN *TRUMP: YOU'LL KNOW VERY SOON IF WE HAVE TO MAKE ANOTHER BIG HIT *TRUMP: WE MAY HAVE TO GIVE IRAN ANOTHER HIT, NOT SURE

Koreans are surrendering life insurance policies to buy SK hynix, Insurance surrenders at the top 3 life insurers jumped 16% last quarter. Savings bank deposits fell below 100 trillion won for the first time in 4 years. Commercial bank time deposits dropped 12 trillion won since February. The entire financial system is being rerouted into 2 semiconductor stocks. When new money into a rally comes not from income but from liquidating safety nets, that is how the end of every cycle looks man, this is crazy ..... Investors over 50 now hold 62% of margin loans at Korea top 10 brokerages. Among those in their 60s, margin debt doubled from 3.9 to 8 trillion won in one year. These are people who spent decades in fixed deposits and real estate, now entering a semiconductor rally on borrowed money at record highs. When the KOSPI dropped 19% in March, leveraged investors in their 60s lost 20% on average. The rally recovered. same thing in smaller model happening in India - MTF, i feel this so stupid

今日のマーケット・トレンドDXは コモディティ市況の現状と今後。 マーケット・リスク・アドバイザリー 共同代表 新村直弘氏にお話しをうかがいました。