  |
はてなキーワード: Folksとは
Japan's 10-year JGB yield is 2.3% (blue). But its 10y10y forward yield (orange) - what markets price for 10-year yield in 10 years' time - is 4.3%, which is a level at which Japan's massive public debt is unsustainable. Japan is already in a debt crisis...
日本の10年物国債利回りは2.3%（青）。しかし、その10年10年先物利回り（オレンジ）—市場が10年後に10年物利回りがどうなるかを織り込んでいるもの—は4.3%で、これは日本の巨額の公的債務が持続不可能な水準です。日本はすでに債務危機に陥っています…
Looks like someone decided to cancel gravity in JGB yields. The 40-year just cut through 4% like it was nobody’s business
Folks, this is a 5 SIGMA MOVE now 🚨
Imagine where JGB yields would be if the BOJ wasn’t so actively firefighting this mess.
Those who are ignoring what’s happening are taking a huge risk of being blindsided by sudden and incredibly financially distruttive events.
皆さん、これは今まさに5シグマ(非常に起こりにくい、めったにない事象)級の動きです🚨
日銀がこの混乱をこれほど積極的に消火していなかったら、日本国債の利回りがどこまで上昇していたか想像してみてください。
現状を無視している人々は、突然の、そして信じられないほど金融的に破壊的な出来事によって不意打ちを食らうという巨大なリスクを負っているのです。
Japan 40Y yield up another 13 bps. This is a full-blown bond meltdown
The Japanese government bond market crash continues, with the yield on the 10-year JGB hitting 2.3%, a new 27-year high. To hit a 29-year high, the yield only has to rise to 3.18%. That’s likely this year. If the yield hits a 36-year high, it will be 8.27%. Let that sink in.
日本国債市場の暴落が続いており、10年物国債の利回りが2.3%に達し、27年ぶりの高値を更新しました。29年ぶりの高値を更新するには、利回りが3.18%に上昇するだけで済みます。それは今年中に起こりそうです。利回りが36年ぶりの高値に達すれば、8.27%になります。それを噛みしめてください。
The yield on the 10-year JGB is now above 2.22% and rising fast. This portends a crash in U.S. Treasuries that will also send mortgage rates soaring. At the same time, a coming collapse in the dollar will send consumer prices soaring. Get ready for unprecedented stagflation.
10年物日本国債の利回りは現在2.22%を超え、急速に上昇しています。これは米国債の暴落を予兆しており、住宅ローン金利も急騰するでしょう。同時に、ドルが今後崩壊すれば、消費者物価も急騰します。未曾有のスタグフレーションに備えてください。
Gold, 10-year JGB yields and the NATO ETF all pointing in the same direction as all three moves reflect the same underlying regime shift: higher geopolitical risk, rising fiscal stress, and the end of ultra-cheap Japanese liquidity that has quietly underpinned global asset markets for decades.
金、10年物日本国債利回り、そしてNATO ETFがすべて同じ方向を指しており、これら3つの動きはすべて同じ基盤的な体制シフトを反映しています：地政学的リスクの高まり、財政的ストレスの増大、そして数十年にわたりグローバル資産市場を静かに支えてきた超低金利の日本流動性の終焉です。
The old bond market adage is that yields will keep rising until something breaks.
In 2022/23, rising U.S. yields "broke" several banks by March 2023 (Silicon Valley Bank).
Japanese yields are now at a 27-year high and going vertical.
When does something "break" in Japan?
古くからの債券市場の格言では、利回りは何か壊れるまで上昇し続けるとされています。
2022/23年、米国の利回り上昇が2023年3月までに複数の銀行を「破綻」させました（シリコンバレー銀行）。
Japan is now imploding in front of everyone’s eyes, they like to see it or not.
PM Takaichi lasted longer than Liz Truss, but everything is unfolding exactly as I warned about 3 months ago
People of Japan don’t deserve this, Japan needs a radical change of leadership asap
日本は今、誰もが目の前で崩壊しつつあり、彼らがそれを見たいと思おうがいまいが関係ない。
OOPS! The slump in Japanese bonds deepened, sending yields soaring to records as investors gave a thumbs down to PM Sanae Takaichi’s election pitch to cut taxes on food. Japan's 30y yields rocketed 26bps towards 4%.
おっと！日本の債券の下落が深まり、投資家が高市早苗首相の食品税減税を掲げた選挙公約にサムズダウンを突きつけたことで、利回りが記録的な水準まで急騰しました。日本の30年債利回りは26bp急上昇し、4%に迫りました。
Japan government bond yields acting like emerging market bonds. This is unprecedented.
Androidのアプリゲームで時間溶かしちゃったやつを紹介するよ 思考停止して進められる作業ゲーとアドベンチャーが多め
・プラトモ
掃除機や靴など身近な日用品をプラモデルみたいに組み立てるパズル。建物を修復する「ナオシーノ！」も似た感じのゲーム
砂漠化した星を復興して各地の街を発展させていく。ライフ制だったかもしれないけど覚えてない。「あの日は燃えるゴミの日だった」も似た感じのゲーム
アドベンチャーの超有名どころだけど一応。多少脱出ゲームっぽい要素があるけどそんな難しくはない
・SYUPRO-DXのRPGゲーム
「あなたってよく見るとドブネズミみたいな顔してるわね」「奴は四天王の中で最も金持ち」「どうして勇者様はそんなに弱いのですか？」など。ライトな遊び心地で、言葉や技のチョイスで戦う
・World for Two
生き物が死に絶えた世界で、アンドロイドにDNAを収集させ組み合わせて生き物をつくっていく。めっちゃ面白かったのでアプリは無料だったけど投げ銭した。SwitchとかSteamでも買える
ドット絵でダークな終末世界を舞台にしたゲームが多め。おすすめは脳みそだけのヒロインを再生する「My Love.」
・Hidden Folks
有料の探しもの系ゲーム。落描きみたいな絵がかわいいのと、SEが全部人の声なのが良くて何回もやってしまう。SteamやSwitchにもある
海外の作品を評価するヤツもご家族の教育が前提だぞ。ネタでもやめて欲しい
日本のコンテンツの倫理観は終わってるんで。せめて下記のような評価の指針を持ってからにしよう
Positive message や Positive Role Model という概念
- Positive message
- Positive Role Models ＆ Representations
- Violence ＆ Scariness
- Sexy Stuff
- Language
- Consumerism
- Drinking, Drugs ＆ Smoking
- WHAT PARENTS NEED TO KNOW
- TALK TO YOUR KIDS ABOUT ...
例えばポケモン ↓
WHAT PARENTS NEED TO KNOW
Parents need to know that the long-running Pokémon series is based on characters from a popular video game, and is part of a giant licensing juggernaut. The Pokémon are kid-appealing, but the series features lots of fantasy violence, and pits the cute, monster-like characters against each other on behalf of their trainers. There are some positive messages (teamwork, sportsmanship, respecting elders), but it may be too intense for younger children.
IS IT ANY GOOD?
Over the years, the energetic, imagination-filled, Japanese-inspired fantasy series has cut across cultural, gender, and age barriers to captivate a global audience of girls, boys, and even adults. But like any product that inspires obsessions, it has received its share of criticism. Folks may also find the franchise's massive commercial appeal disturbing, especially since the show is mainly geared towards kids.
The whole concept of human characters summoning subordinates to battle on their behalf may be troubling to some. This can potentially send iffy messages to children with pets, too. But despite the endless fantasy violence, Pokémon attempts to promote messages about choosing the right path in life and resolving differences peacefully--before the fighting starts.
TALK TO YOUR KIDS ABOUT ...
Families can talk about the popularity of Pokémon in the United States. Why do people of all ages find it appealing? What are the most popular Pokémon? Why?
What are the differences between Pokémon and real-life pets. How do Ash and his friends care for their Pokémon? How do we care for pets differently? Why are the Pokémon loyal to them and fight on their behalf? How about Team Rocket? Can we ever expect animals to fight on our behalf?
日本のコンテンツの倫理観は終わってるんで。せめて下記のような評価の指針を持ってからにしよう
Positive message や Positive Role Model という概念
例えばポケモン ↓
Parents need to know that the long-running Pokémon series is based on characters from a popular video game, and is part of a giant licensing juggernaut. The Pokémon are kid-appealing, but the series features lots of fantasy violence, and pits the cute, monster-like characters against each other on behalf of their trainers. There are some positive messages (teamwork, sportsmanship, respecting elders), but it may be too intense for younger children.
Over the years, the energetic, imagination-filled, Japanese-inspired fantasy series has cut across cultural, gender, and age barriers to captivate a global audience of girls, boys, and even adults. But like any product that inspires obsessions, it has received its share of criticism. Folks may also find the franchise's massive commercial appeal disturbing, especially since the show is mainly geared towards kids.
The whole concept of human characters summoning subordinates to battle on their behalf may be troubling to some. This can potentially send iffy messages to children with pets, too. But despite the endless fantasy violence, Pokémon attempts to promote messages about choosing the right path in life and resolving differences peacefully--before the fighting starts.
Families can talk about the popularity of Pokémon in the United States. Why do people of all ages find it appealing? What are the most popular Pokémon? Why?
What are the differences between Pokémon and real-life pets. How do Ash and his friends care for their Pokémon? How do we care for pets differently? Why are the Pokémon loyal to them and fight on their behalf? How about Team Rocket? Can we ever expect animals to fight on our behalf?
キミが極端に無知なだけ
今も昔も日本の倫理ガン無視のHENATI性・暴力性がウケてるだけ
Parents need to know that the long-running Pokémon series is based on characters from a popular video game, and is part of a giant licensing juggernaut. The Pokémon are kid-appealing, but the series features lots of fantasy violence, and pits the cute, monster-like characters against each other on behalf of their trainers. There are some positive messages (teamwork, sportsmanship, respecting elders), but it may be too intense for younger children.
Over the years, the energetic, imagination-filled, Japanese-inspired fantasy series has cut across cultural, gender, and age barriers to captivate a global audience of girls, boys, and even adults. But like any product that inspires obsessions, it has received its share of criticism. Folks may also find the franchise's massive commercial appeal disturbing, especially since the show is mainly geared towards kids.
The whole concept of human characters summoning subordinates to battle on their behalf may be troubling to some. This can potentially send iffy messages to children with pets, too. But despite the endless fantasy violence, Pokémon attempts to promote messages about choosing the right path in life and resolving differences peacefully--before the fighting starts.
Families can talk about the popularity of Pokémon in the United States. Why do people of all ages find it appealing? What are the most popular Pokémon? Why?
What are the differences between Pokémon and real-life pets. How do Ash and his friends care for their Pokémon? How do we care for pets differently? Why are the Pokémon loyal to them and fight on their behalf? How about Team Rocket? Can we ever expect animals to fight on our behalf?
