Kentaro Matoba
@Kent_Mat
JP🇯🇵 & VN🇻🇳 / Archi. & Const. / Finance & Property / Tech & Lifestyle / Building & Landscaping / Science & Geopolitics
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BREAKING: SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead its IPO in 2026, per FT. The IPO is expected to be valued as much as $1.5 trillion, making it the largest IPO in history.
Investor risk appetite is near-record levels: The S&P Global Investment Manager Index rose to +41% in January, the highest reading since April 2021. This gauge covers a monthly survey of ~300 institutional investors overseeing over $3.5 trillion in assets. This marks the 4th…
President Trump sues JPMorgan Chase and CEO Jamie Dimon, alleging the bank improperly dropped him as a client for political reasons cnn.it/4sTE3El
Liquidity in Japan's government bond market is collapsing: The JGB Liquidity Index jumped to 9.5 points on Tuesday, indicating the worst liquidity conditions on record. This index has DOUBLED over the last 12 months. Conditions in the $7.6 trillion bond market have…
BREAKING: The Cass Freight Index dropped -7.5% YoY in December, to 0.93, nearly matching the 2020 pandemic lows. This index tracks North American freight shipments and is one of the most important indicators of US shipping activity. This marks the 35th consecutive monthly…
Retail investors bought the dip: Individual investors net bought +$1.8 billion of the S&P 500 ETF, $SPY, yesterday, the largest daily purchase since October. This was also the 3rd-largest inflow since the April 2025 market recovery. Year-to-date, retail purchases have exceeded…
*ANDURIL TO BUILD 5,500-JOB LONG BEACH, CALIFORNIA DEFENSE CAMPUS
BREAKING: Intel stock, $INTC, falls -6% despite reporting stronger than expected Q4 2025 earnings.
日本国債に対する海外投資家は、総じて「売り」。米バンガードは日本の超長期国債の買い入れを停止した。評価損が拡大する中、国内金融機関に積極的な買い余力は乏しい。最後の受け皿は日銀だが、その保有国債も含み損が膨らむ。株高の陰で、国債と円売り圧力は続いている。 nikkei.com/article/DGXZQO…
米国の12月のCPI・PPIを踏まえると、コアPCEは前月比で約0.38％上昇し、前年比は2.8％から3.0％へ加速する見通しだ。インフレは高止まりにとどまらず、再燃の兆しも否定できない。少なくとも現段階では、市場が織り込む利下げ期待はなお現実味に乏しい。
BREAKING: Foreign holdings of US Treasuries jumped +$112.8 billion in November, to a record $9.4 trillion. However, China's stockpile, the 3rd-largest holder, dropped -$6.1 billion, to $682.6 billion, the lowest since 2008. Belgium's holdings, which include Chinese custodial…
*AMAZON TO CUT THOUSANDS OF JOBS NEXT WEEK - RTRS $AMZN
「金は炭鉱のカナリア」世界は何を見始めているのか？2023年6月に金の重要性に着目し、金に投資できる最安コストの「ＳＢＩ・iシェアーズ・ゴールドファンド」を設定し2年半で純資産3,000億円を突破した。今後もSBIグループは時代の変化を見極め、投資家の最適な資産形成に資する商品を提供し続ける。
Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started. Cash…
OpenAI spends $3.30 to make $1.00. Google spends $0.00 in supplier margin. This single fact explains everything happening in AI right now, and almost nobody sees it. The math: OpenAI pays NVIDIA 75% gross margins on GPUs. Then pays Microsoft markup on Azure. Then covers its…
現状のOpenAIを非常にわかりやすくまとめた図。要チェック。 ーーー OpenAIは1ドル稼ぐのに3.30ドルを使っている。 一方でGoogleは、サプライヤーマージンが実質0ドル。 この「たった一つの事実」が、今AI業界で起きていることのすべてを説明している。だが、ほとんど誰も気づいていない。…
OpenAI spends $3.30 to make $1.00. Google spends $0.00 in supplier margin. This single fact explains everything happening in AI right now, and almost nobody sees it. The math: OpenAI pays NVIDIA 75% gross margins on GPUs. Then pays Microsoft markup on Azure. Then covers its…
米国の小型株では、利益を計上していない企業群が、安定した利益を出す企業群を継続的に上回っている。本来、評価されるはずのキャッシュフローの確実性が軽視され、実体価値よりも夢やAIの成長ストーリーに資金が集中している。リスク許容度が過度に拡大している点に、市場の投機的性格が表れている。
United States Trends
- 1. Lakers N/A
- 2. Luka N/A
- 3. Clippers N/A
- 4. #TheTraitorsUS N/A
- 5. Kawhi N/A
- 6. Colton N/A
- 7. Vando N/A
- 8. Ayton N/A
- 9. #criticalrolespoilers N/A
- 10. #TNAiMPACT N/A
- 11. John Collins N/A
- 12. #LakeShow N/A
- 13. Harden N/A
- 14. #thepitt N/A
- 15. Draymond N/A
- 16. Autopilot N/A
- 17. Paolini N/A
- 18. Zubac N/A
- 19. Marcus Smart N/A
- 20. louis tomlinson N/A
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