289 posts collected
@buffett_taro
S&P500とオルカンはオワコン。時代は「国際分散投資」
This archive holds 289 posts and 2,031 replies back to 4 Feb 2026
The Age of Copper is Coming Between 2038 and 2040 | Buffett Taro note.com/buffett_taro/n/nd3ba4…
2038～2040年にかけて銅の時代がやって来る｜バフェット太郎 https://note.com/buffett_taro/n/nd3ba4b57febe?sub_rt=share_pb
1 of 4 replies collected
"Debt Buying" by Individual Investors: A Peak Outsign for a Bear Market | Buffett Taro note.com/buffett_taro/n/nb7e4b…
個人投資家による「借金買い」 ピークアウトなら弱気相場入り｜バフェット太郎 https://note.com/buffett_taro/n/nb7e4bd60da57?sub_rt=share_pb
8 of 15 replies collected
Market Outlook | Buffett Taro note.com/buffett_taro/n/n0569e…
相場観｜バフェット太郎 https://note.com/buffett_taro/n/n0569e0305e4c?sub_rt=share_pb
6 of 11 replies collected
Debasement trading in preparation for a weaker dollar | Buffett Taro note.com/buffett_taro/n/n149b3…
ドル安に備えたディベースメント取引｜バフェット太郎 https://note.com/buffett_taro/n/n149b3beffc80?sub_rt=share_pb
12 of 15 replies collected
Bitcoin recovers to over $70,000: Reasons for the surge and future outlook | Buffett Taro note.com/buffett_taro/n/n7e2b3…
ビットコインが７万ドル台回復 急騰した理由と今後の見通し｜バフェット太郎 https://note.com/buffett_taro/n/n7e2b3e217bcf?sub_rt=share_pb
17 of 23 replies collected
Treasury Secretary Bescent doubles the limit on the amount of U.S. long-term bond buybacks | Buffett Taro note.com/buffett_taro/n/n93897…
ベッセント財務長官、米長期債の買い戻し額の上限を倍増させる｜バフェット太郎 https://note.com/buffett_taro/n/n9389769c1b46?sub_rt=share_pb
7 of 11 replies collected
The surge in off-balance-sheet debt at giant tech companies will strain future free cash flow | Buffett Taro note.com/buffett_taro/n/n4f05f…
巨大テックの簿外債務急増は、将来のフリーキャッシュフローを圧迫する｜バフェット太郎 https://note.com/buffett_taro/n/n4f05f4940c8b?sub_rt=share_pb
14 of 25 replies collected
The market value of gold held by central banks worldwide has surpassed the value of U.S. Treasury bonds held. This is due to a significant rise in gold prices, as well as central banks worldwide diversifying their reserve assets in response to geopolitical and sanctions risks. x.com/buffett_taro/status/2089…
世界の中央銀行が保有する金の時価総額が、米国債保有額を上回りました。 これは金価格が大きく上昇したほか、世界の中央銀行が地政学リスクや制裁リスクを警戒し、準備資産の分散化を進めているためです。 https://x.com/buffett_taro/status/2089349090970907072/photo/1
15 of 17 replies collected
The US personal savings rate has hit a historically low 2.6%. This suggests that rising living costs due to inflation are reducing people's ability to save. If employment deteriorates amid a low savings rate, consumption will plummet. x.com/buffett_taro/status/2089…
米国の個人貯蓄率が2.6%と歴史的な低水準を記録しています。これは、インフレによる生活コストの上昇で貯蓄余力が減っていることを示唆しています。 低い貯蓄率の中で雇用が悪化すれば消費は急減します。 https://x.com/buffett_taro/status/2089346536379695334/photo/1
10 of 13 replies collected
Private credit market sees surge in problematic loans | Buffett Taro note.com/buffett_taro/n/nb4ee7…
プライベートクレジット市場、問題融資が急増｜バフェット太郎 https://note.com/buffett_taro/n/nb4ee71a796f8?sub_rt=share_pb
9 of 14 replies collected
Market Outlook | Buffett Taro note.com/buffett_taro/n/n40f07…
相場観｜バフェット太郎 https://note.com/buffett_taro/n/n40f0754a6079?sub_rt=share_pb
5 of 13 replies collected
Nvidia's credit is not unlimited: Buffett Taro reduces debt guarantee for OpenAI | note.com/buffett_taro/n/ne284f…
エヌビディアの信用は無限ではない オープンAIへの債務保証を縮小｜バフェット太郎 https://note.com/buffett_taro/n/ne284f328aba9?sub_rt=share_pb
10 of 12 replies collected
[Largest in History] Anthropique's IPO could reach $2 trillion in market capitalization, surpassing SpaceX | Buffett Taro note.com/buffett_taro/n/n663d5…
【史上最大規模】アンソロピックのIPO時の時価総額、スペースXを超えて２兆ドルに達する可能性｜バフェット太郎 https://note.com/buffett_taro/n/n663d5fe4ac65?sub_rt=share_pb
6 of 15 replies collected
Artificial expansion of trust increases vulnerability in the AI market | Buffett Taro note.com/buffett_taro/n/ncbfc3…
信用の人口的拡張はAI市場の脆弱性を高める｜バフェット太郎 https://note.com/buffett_taro/n/ncbfc34ffb2d2?sub_rt=share_pb
8 of 9 replies collected
July CPI: Receding Interest Rate Hike Expectations Create Tailwinds for Stocks and Gold | Buffett Taro note.com/buffett_taro/n/n02c16…
７月CPI、利上げ観測後退で株と金に追い風吹く｜バフェット太郎 https://note.com/buffett_taro/n/n02c16f24f462?sub_rt=share_pb
6 of 11 replies collected
The era of value stocks will return | Buffett Taro note.com/buffett_taro/n/n1fe3f…
バリュー株の時代は復活する｜バフェット太郎 https://note.com/buffett_taro/n/n1fe3fad3baf8?sub_rt=share_pw
1 of 22 replies collected
Stocks now account for 46% of U.S. household financial assets, significantly higher than the 38.7% during the dot-com bubble and setting a new record high. This doesn't mean a crash is imminent, but it suggests that U.S. households are more susceptible to fluctuations in the stock market than ever before. In other words, while the benefits of high stock prices are significant, the risk of a decline in consumption due to the negative wealth effect is also likely to increase during downturns.
米国家計の金融資産に占める株式比率が46％と、ITバブル時の38.7％を大きく上回り、過去最高を更新しています。 これは「すぐ暴落する」という意味ではありませんが、米国家計がこれまで以上に株式市場に振り回されやすくなっていることを示唆しています。 つまり、株高の恩恵が大きい一方で、下落局面では逆資産効果による消費悪化リスクも大きくなりやすい、ということです。
10 of 26 replies collected
Market Outlook | Buffett Taro note.com/buffett_taro/n/n42ee5…
相場観｜バフェット太郎 https://note.com/buffett_taro/n/n42ee59b9de76?sub_rt=share_pb
4 of 18 replies collected
The July employment statistics gave the impression that we are one step closer to a recession. July employment statistics: Number of employed people down 23,000, weakness in hiring is evident | Buffett Taro note.com/buffett_taro/n/nfe899…
７月雇用統計は景気後退に一歩近づいた感を出す内容でした。 ７月雇用統計、就業者数2.3万人減 採用の弱さ目立つ ｜バフェット太郎 https://note.com/buffett_taro/n/nfe8991f511a8?sub_rt=share_pb
4 of 27 replies collected
[Breaking News] July Employment Statistics <Non-farm payrolls> Result: -23,000 Forecast: +85,000 <Unemployment rate> Result: 4.1% Forecast: 4.2% <Average hourly earnings (year-on-year)> Result: +3.2% Forecast: +3.5% <Average hourly earnings (month-on-month)> Result: +0.1% Forecast: +0.3%
【速報】7月雇用統計 ＜非農業部門雇用者数＞ 結果：ｰ2.3万人 予想：+8.5万人 ＜失業率＞ 結果：4.1％ 予想：4.2％ ＜平均時給（前年比）＞ 結果：+3.2％ 予想：+3.5％ ＜平均時給（前月比）＞ 結果：+0.1％ 予想：+0.3％
6 of 24 replies collected
The commoditization of AI continues unabated The cheaper AI usage becomes, the less profitable hyperscalers and AI development companies will be able to justify their massive AI investments US company Meta provides code generation AI, usage fees 80% cheaper than Anthropique: Nikkei nikkei.com/article/DGXZQOGN062…
AIのコモディティ化が止まらない AI利用料が安くなればなるほど、ハイパースケーラーはAI開発企業は巨額のAI投資に見合うだけの収益が稼げなくなる 米メタ、コード生成AI提供 利用料アンソロピックの8割安：日本経済新聞 https://www.nikkei.com/article/DGXZQOGN0626G0W6A800C2000000/?n_cid=dsapp_share_ios
6 of 25 replies collected
The risks of making hyperscalers' "invisible debt" visible | Buffett Taro note.com/buffett_taro/n/n6da84…
ハイパースケーラーの「見えない借金」が見える化するリスク｜バフェット太郎 https://note.com/buffett_taro/n/n6da845d716db?sub_rt=share_b
4 of 14 replies collected
S&P 500 shifts to an upward trend | Buffett Taro note.com/buffett_taro/n/n9f08f…
S&P500は上昇トレンドへ転換｜バフェット太郎 https://note.com/buffett_taro/n/n9f08f8945853?sub_rt=share_b
3 of 26 replies collected
[SPCX:2Q] SpaceX | Buffett Taro note.com/buffett_taro/n/n5e941…
【SPCX:2Q】スペースＸ｜バフェット太郎 https://note.com/buffett_taro/n/n5e9410adac3b?sub_rt=share_pb
2 of 13 replies collected
Dollar-Yen Exchange Rate Outlook: Will a Coordinated US-Japan Intervention Reverse the Trend? | Buffett Taro note.com/buffett_taro/n/ncf29d…
ドル円相場の見通し 日米協調介入でトレンド転換か ｜バフェット太郎 https://note.com/buffett_taro/n/ncf29d5a9e407?sub_rt=share_pb
10 of 23 replies collected
