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Hi。this is how I'm mark option
trading today is March fortwenty twenty six it's full
thirty PM in Japan and today。I want to do quick marketability
cap。and then talk A little bit about
the inland situation fast themarket taniki closed AT 54246M
than about two thousand yentoday after hitting six sixteen。
Thousand and the market hasfalling around five thousand to
six thousand points very quicklySophia is clearly good rowing in
the market AT the same time thebroaded index jumped to fifty
three points oh five today、that's huge move broaded
increased increased by more thantwenty points、 Maybe alone
twenty three or twenty fourpoints。
So the market is dividering in Avery never states are right now、
but other same time。we should remember something the
Larry before this was extreme。long actually walked longest
Larry。in the recent history。
so this decry is not completelysurprising。
Personally I think we might seesome kind of the technicalary
bouncing of course、 we stillneed to be careful。
but fibratity goes aboutfifteen、 that's already very
extremely level and after match、such AS chapter of market often
bells。A little so that's something
I'm、 watching now let's talkabout A little land。
The Iran issue has Suddenlybecome A big topic in the market
of course、 Iran、 tensions andnot new we hear about homes
straight list and many timesbefore but this might be the
first time。the market is really pricing is
its seriously、 IT and produce Alot of so crude oil、 A China by
the larger amount of wits。So in my view。
this situation is basically partof the US China library、 but
there is another layer here andthat's the layer is AI China has
been using layers minerals AS Ageopartical card、 and the signal
that they might district exposedthey are critical for many
technologies、 especially AI andadvanced electricics。
So China is trying to usually USAS A leverage and I think the
pressure in the LINE might bekind of the counter move、 like
the United States because ifChina can do true things AT the
same time secure、 there aresurprise stockpale from illan、
the China become Stronger、 bothtechnologically and military。
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And if China A secure in A in Aearly IT also increased the
possibility of something like ATaiwan operation in the future
so from the US perspective。the strategy could be simple。
tad、 the oil historicallyenergy、 and districtions have
always be A powerful jopticalweapon in fact。
the experienced disbeefultomorrow to all。
Embugos can change the balanceof the power、 so targeting A LAN
can some much through power poseIT？
can reduce China access to theenergy and IT prevent China from
controlling bus or lay hours andall AT the same time、 but is
also bringing AS an importantissue、 the storage of harmans。
For Japan homos is actuallyimportant。
it's basically Japan energy leftLINE Japan still imports are A
large portion of its energy fromthe middle waste、 so if the
idland situation is cried、 andthe straight of the homes become
unstarable、 Japan。the energy security become the
serious concern。that's、 probably、 why Japan is
also discussing this thingslike。
Starting in nuclear powerpointsand stretching energy security、
but there's another interestingangle、 this situation could
actually be strategically、useful for the United States
because if Middle Eastern energybecomes unstarable、 the US can
say Japan、 why don't you buymore、 making share energy、 and
the same time Japan hassomething very variable in the
future。They asked resus near ME A
retrishment according togovernment research、 Japan may
start producing the earthmineral are the scale around
203022032、 so image distration、Japan surprise、 and their earth
mineral the US prize、 shareenergy share energy that's good
to create the new type of US、Japan、 energy alliance。
The US wants Japan family oneach side so from the
perspective pressure on Iran canachieve several goal advance
it's pressures、 China it's、 theshapes in the US and its
trenching US to Japancooperation more broadly、 I
think we are seeing the safetygeopstrix during the
globalization、 the key factor ischeap parody。
There's、 how China good you soquickly factually moved to price
with cheaper workers、 but in theAin the kg source、 A different
now fat matters、 most energy andthe strategic mineral so
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geopolitics is safety、 how theladder geopolitics to be so
geopolitics for AI and I don'tthink this will be A One Time
events。This could continue for the next
six、 or Seven years and twoaround RE2030S of in Japan。
the lay US production may start、so tensions around the Middle
East。China and the energy supply
could become the kind of A newnormal for markets、 and the the
environment will industrybecomes A very inputant space。
A one geopolical risk increasethe country's invest heavily in
things like A satellite andCommunication network and server
lines space lists so I believednext several years could be A
measure error for the spaceindustry、 some companies will
succeed some will fail by theoverall trend is A career
finally impact to the market inthe short time disturb might not
be pure panic。But Japan and had A strongly
ladies and the market、 A USBcentury so the correction in
Japan is larger、 the japan's USthe market the US market has not
far AS much and that's。why I think we could see rebound
AT some point。but of course we need to watch
disturation carefully that's allfor today、 if you write this
kind of analysis、 please forwardA podcast。
You can think of these relygoing A log reduction on the
accountets。see you tomorrow。
