株式会社ジー・シー・エス(GCS) 中湖康太 経済投資コラム

‘経済・投資 Money’ カテゴリ

投資短歌　株高と稼ぐ力増した日本企業　Rising stock market and the increased earning powers of Japanese companies – Investment Tanka

投資短歌　株高と稼ぐ力増した日本企業　Rising stock market and the increased earning powers of Japanese companies - Investment Tanka 最近の　日本株こそ　見直しは　稼ぐ力を　あらわしたもの The recent rise in the stock market of Japan should indicate simply,  The increased earnings power of Japanese companies undervalued longly. By Kota Nakako 2024/03/08...
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経済短歌　経常収支が本当のカギ － 日本の金融政策 The current account balance is the key to Japan’s monetary policy – Economic Tanka

経済短歌　経常収支が本当のカギ － 日本の金融政策 The current account balance is the key to Japan's monetary policy - Economic Tanka 日銀の　金融政策　本当の　カギをにぎるは　経常収支 The true key to Japan's monetary policy unconventional, Is the current account balance as usual. 経常の　収支の黒字　続くうち　異次元緩和　続けるつもり As far as the current account is in surplus, The ultra extraordinary monetary policy may be sustainable, only way for Japa...
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投資短歌　紙より株式　More equities than paper – Investment Tanka

投資短歌　紙より株式　More equities than paper - Investment Tanka 戦前と　戦後を生きた　言い伝え　紙は一文(ﾓﾝ)　株は万両 The gut feeling is more equities than paper; - That's a family lesson through the war to prosper. 株式を　選好するは　紙からの　三十六計　逃げるにしかず Preference to equities may be the urge; - The smartest thing in the loose situation of the paper is to beat a retreat, seeking a refuge. By Kota Nakako 2024/01/15 投資短歌　紙よ...
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投資短歌　楽観視できぬバブル後最高値更新　Watchful for ‘The highest since the bubble’. – Investment Tank

投資短歌　楽観視できぬバブル後最高値更新　Watchful for 'The highest since the bubble'. - Investment Tank バブル後の　最高水準　更新も　次に来るのは　異次元のつけ バブル後の　最高水準　更新も　楽観できぬは　異次元のつけ I cannot be optimistic about 'the highest since the bubble' situation.  Next is, though I hope not, to pay the bill for the monetary easing of different dimension. By Kota Nakako 2024/01/10...
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経済短歌　最後の手段としての米ドル　US Dollar as the currency of the last resort – Economic Tanka

経済短歌　最後の手段としての米ドル　 US Dollar as the currency of the last resort - Economic Tanka 米ドルは　やはり最後の　砦かな　経済・法治　世界・流通 There is nothing other than US dollar as the currency of the last resort, From the viewpoints of economy, rule of law, global validity and comfort. 米ドルは　やはり最後の　砦かな　消去法でも　比較法でも There is nothing other than US dollar as the currency of the last bastion, Either by the meth...
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投資短歌　米国債 US government bonds – Investment Tanka

投資短歌　米国債 US government bond - Investment Tanka 天の原　米国債よ　4、5パー(ｼｺﾞﾊﾟｰ)*の　長短(ﾁｮｰﾀﾝ)利回り　もたらすは佳し Good heavens, US government bonds provide 4-5% short- and long-term returns. By Kota Nakako 2024/01/07...
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経済短歌　異次元中毒症 Toxicosis, different dimensional – Economic Tanka

経済短歌　異次元中毒症 Toxicosis, different dimensional - Economic Tanka 異次元も　ずるずる続き　凡次元　どっぷり漬かり　中毒症に If prolonged, it will turn banal rather than unconventional. BOJ has been afflicted with toxicosis, different dimensional. By Kota Nakako 2023/12/31...
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経済短歌 日銀のお家事情 BOJ’s own reason – Economic Tanka

経済短歌　日銀のお家事情 BOJ's own reason - Economic Tanka マイナスの　金利解除が　できぬのは　その後にくる　顛末おそれ BOJ's indecision to abandon negative interest rate pitiful, is because of its possible aftermath dreadful.  マイナスの　金利解除が　できぬのは　政策よりも　おのれの事情 BOJ's reluctance to abandon the negative interest rate, Is due rather to its own financial reason than pure policy reason at any rate. 民間の　企業財務で　ありえない　バランスシ...
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経済短歌  21世紀の日本円 その二 Japanese Yen in the 21st century Part 2 – Economic Tanka

経済短歌  21世紀の日本円 その二 Japanese Yen in the 21st century Part 2 - Economic Tanka 日銀の　調達コスト　ネガティブで　マイナス金利　続く限りは BOJ's cost of debt is negative, As far as the negative interest rate (NIR) is to continue alive. 国債の　市中消化の　限界で　紙幣増発　ハイパーインフレ？ No sooner had the issuance of JGBs become in the market inconsumable, Than, in traditional theory, BOJ's debt finance should concur, triggering hype...
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経済短歌 21世紀の日本円 Japanese Yen in the 21st century – Economic Tanka

経済短歌  21世紀の日本円 Japanese Yen in the 21st century - Economic Tanka 日本円　今世紀こそ　役割は　生活費のため　納税資金 The chief motives for holding Japanese Yen in the 21st century, Are no more or less? than paying taxes and living expenses necessary. By Kota Nakako 2023/12/16...
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