古河電公記 三｜大幅安の朝、引けまでに八割を取り戻す｜2026.10.23
A strong intraday recovery, still below the previous close Furukawa Electric opened at JPY 2,700 at 09:12, 8.37% below the previous close of JPY 2,946.5. It recorded
読む ↗Quick Cut 016｜AIは使っても、節約しても売られる——風船の空気代と、成長の回収条件｜Who Pays to Keep the AI Balloon Inflated?
Today's conclusion AI spending may have passed the stage where more investment automatically excites investors and less automatically reassures them. My connecting h
読む ↗Deep Cut 007｜120兆円は危機の証明ではない——地銀の不動産融資と「バブル期の2倍」の読み方｜¥120 Trillion Is Not a Crisis Verdict
¥120 Trillion Is Not a Crisis Verdict Nikkei reported that Japanese banks’ outstanding loans to the real-estate industry reached ¥120.7588 trillion at the end of Jun
読む ↗古河藩公記 二｜反発の翌日、三千円の城門を割られる｜2026.10.22
The rebound failed its next test Furukawa Electric opened at JPY 3,130 at 09:00 JST on 22 October, down 2.19% from the previous close of JPY 3,200. It reached JPY 3,
読む ↗Quick Cut 015｜市場は「払えない成長」を恐れている——10月22日の資本選別｜The Market Fears Growth That Cannot Pay
The verdict The market is not pricing one uniform recession. It is separating growth that can prove earnings, contracts and cash recovery from growth financed mainly
読む ↗これは始まりなのか、終わりなのか？｜PHP2Shellと自律する知能の境界
Beginning or End? PHP2Shell and the Boundary of Autonomous Intelligence The PHP2Shell incident marks neither the birth of a machine will nor the end of human governa
読む ↗