JPモルガンチェース・カジノロワイヤル

JPモルガンチェースの最新レポート。3月末に世界の株価大暴落が起きるようだ。

大暴落の理由は3月末に向けて、大手年金基金のリバランスが行われる。リバランスで株式が大量に売られる。竹中平蔵・菅義偉が、GPIFの資産運用を「国債から海外債券・海外株・国内債券・国内株」に分散投資してポートフォリオ運用する方式に変更した。

資産の再配分をリバランスと呼ぶ。GPIFが変更されたのは「海外債券・海外株・国内債券・国内株」を4分の1ずつの資産配分・アロケーションである。

3月末は日本の年度末、海外欧米主要国の第1四半期の締めとなる。機関投資家などは3月末にリバランスを採る。

ここ最近はアメリカ株を中心に世界中の株価が上昇し続けてきた。ポートフォリオ内の株式の比率が歪に高くなっている。リバランスにより、その分の株式が売られる。

JPモルガンチェースによれば、4大機関投資家合計、32兆円の米国株式の売り圧力が生じる。

4大機関投資家。一つ目がアメリカバランス型投資信託、資産残高820兆円。株式6・債権4の資産運用を行う。10兆円から11兆円の株式を売るとみられる。

二つ目がアメリカ確定給付年金基金、資産運用額は880兆円。12兆円の株式を売却すると見られる。

三つめがノルウェー銀行。ノルウェー銀行はノルウェーの中央銀行であり、SWF・ソブリンウエルスファンド政府系投資ファンド、ノルウェー政府年金基金も運営している。ポートフォリオは株式7・債権3。ノルウェー銀行は北海油田で儲けを出し、国民に還元せず、儲けで投資行動にのめり込んでいる。東証の1391社に投資する大株主でもある。運用残高1兆4800億円。運用資産総額140兆円。7兆円の株式を売却すると見られる。但し、リバランスではなく、ノルウェー政府の財政赤字の、補填の為の売りである。

4っつ目がGPIF。日本年金積立金管理運用独立行政法人。運用資産額は187兆円。資産運用額で言えば、アメリカ社会保障年金信託基金に次ぐ、世界第2位の金額を誇る。但し、アメリカ社会保障年金信託基金は100%アメリカ国債による運用。

だから、GPIFは世界最大の機関投資家なのである。

JPモルガンチェースの言い分は「32兆円のアメリカ株式が売却され、債券が購入されるリバランスで、株価が暴落する。」である。実は、JPモルガンチェースは、昨年11月にも同じ内容のレポートを書き、年末12月に大暴落が起こると大予言し、外している。

実際の株価は暴落するどころか、反対に暴騰している。

アメリカの株式時価総額合計は3770兆円である。リバランスで世界4大投資家が32兆円の株式を売却しても全体の1%にも満たない。32兆円の売りは市場に対するインパクトは殆どない。

JPモルガンチェースの心理戦・情報戦である。

JPモルガンチェース自体、超巨大な大量資金で相場を操縦出来る。レポート通り、株式暴落の現実を演出することが可能である。

JPモルガンチェースの肩書・発信力・世界最強の情報力で、幾らでも相場を操縦出来る。

JPモルガンチェースの「株価大暴落のシグナル」を読みといたヘッジファンド・クオンツ系AI・ロビンフッダー達が強烈な空売りを仕掛けてくる可能性が有る。JPモルガンチェース自体が、空売りを仕掛ける可能性もある。

逆に、空売りを誘って、踏み上げ相場にし、儲けを摘み取る戦略かもしれない。

さて、日本では、新型コロナ対策の「五つの柱」を提言しながら緊急事態宣言を解除する。1飲食の感染対策。2変異ウィルス対策の強化。3モニタリング検査など感染拡大防止策の強化。4ワクチン接種の着実な推進。5医療提供体制の充実。全てがお題目どまりであり、どう実現するのか説明が無い。

新型コロナウィルスの戦略はただ一つ。無症状患者をスプレッダーにし、感染拡大させる。

重症化した患者は、発熱・胸痛・息苦しさ・呼吸困難・酷い倦怠感に襲われる。外出して、周囲の人にウィルス感染させる余力は無くなる。免疫力の弱い人をスプレッダーにし、ウィルスを大量に集積し、周囲の人に暴露する。移動可能なスプレッダー無症状患者が、劇場・屋形船・ライブハウス・学校・幼稚園・病院・高齢者介護施設に踏み込み、集団感染クラスターを発生させる。

新型コロナウィルスに心理戦・情報戦は無い。シンプルな攻撃である。日本政府は負け続け、無為無策を貫いている。

医療従事者・高齢者介護施設介護士・保育士。命の現場で働く労働者が尊い。必要不可欠な職業に対して。カジノ資本主義のマネーゲームに奔走する、ファンドマネージャー・投資銀行・機関投資家・ストラテジスト。新型コロナ対策と称した量的金融緩和マネーで、博打を打つ社会のゴミである。

ゴールドマンサックスの新入社員が「夜眠れない。ゆっくり飲食・入浴・シャワーを浴びる時間すらない。働きづめで精神的虐待を受けている。パワハラに怯えている。」と泣き言を言う。

入社した本人の自己責任である。

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