{"id":34423,"date":"2023-03-08T20:01:00","date_gmt":"2023-03-08T11:01:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=34423"},"modified":"2023-03-08T13:03:28","modified_gmt":"2023-03-08T04:03:28","slug":"%e3%83%80%e3%83%aa%e3%82%aa%e6%b0%8f%e3%80%81%e3%83%9d%e3%83%bc%e3%83%ab%e3%82%bd%e3%83%b3%e6%b0%8f%e3%80%81%e3%81%a8%e3%82%82%e3%81%ab%e7%b1%b3%e5%9b%bd%e6%a0%aa%e8%b2%b7%e3%81%84%e6%8c%81%e3%81%a1","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/34423","title":{"rendered":"\u30c0\u30ea\u30aa\u6c0f\u3001\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u3001\u3068\u3082\u306b\u7c73\u56fd\u682a\u8cb7\u3044\u6301\u3061\u3092\u6e1b\u3089\u3057\u30ea\u30b9\u30af\u30aa\u30d5\u3092\u9078\u629e"},"content":{"rendered":"\n<p>\u30b8\u30e7\u30f3\u30fb\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e\u9577\u7de8\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u306e\u7d39\u4ecb\u306b\u6642\u9593\u3092\u53d6\u3089\u308c\u3066\u5f8c\u56de\u3057\u306b\u3057\u3066\u3044\u305f\u304c\u3001Paulson &amp; Co\u3068\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u306eBridgewater Associates\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306b\u89e6\u308c\u3066\u304a\u3053\u3046\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u4e21\u6c0f\u3068\u3082\u682a\u5f0f\u306b\u5f31\u6c17<\/strong><\/p>\n\n\n\n<p>\u307e\u305a\u306f\u30ea\u30fc\u30de\u30f3\u30b7\u30e7\u30c3\u30af\u3067\u30b5\u30d6\u30d7\u30e9\u30a4\u30e0\u30ed\u30fc\u30f3\u7a7a\u58f2\u308a\u3067\u5229\u76ca\u3092\u4e0a\u3052\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e\u4eca\u5e74\u306e\u76f8\u5834\u89b3\u3092\u304a\u3055\u3089\u3044\u3057\u3066\u304a\u3053\u3046\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/28719\" data-type=\"post\" data-id=\"28719\">\u30b8\u30e7\u30f3\u30fb\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u3001\u30b5\u30d6\u30d7\u30e9\u30a4\u30e0\u30ed\u30fc\u30f3\u306e\u7a7a\u58f2\u308a\u3067\u5927\u5132\u3051\u3057\u305f\u6642\u306e\u3053\u3068\u3092\u8a9e\u308b<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306f\u4eca\u5e74\u306e\u7c73\u56fd\u682a\u306b\u3064\u3044\u3066\u91d1\u878d\u5f15\u304d\u7de0\u3081\u306e\u5f71\u97ff\u306b\u306f\u9045\u5ef6\u304c\u3042\u308b\u3068\u3057\u3066\u3001\u4eca\u5e74\u306e\u682a\u5f0f\u5e02\u5834\u306b\u3064\u3044\u3066\u306f\u6b21\u306e\u3088\u3046\u306a\u4e88\u60f3\u3092\u7acb\u3066\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/34065\" data-type=\"post\" data-id=\"34065\">\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e2023\u5e74\u682a\u4fa1\u4e88\u60f3: \u5012\u7523\u304c\u6025\u5897\u3057\u682a\u4fa1\u306f\u4e0b\u843d\u3059\u308b<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u4eca\u5e74\u306b\u306f\u3088\u308a\u591a\u304f\u306e\u50b5\u5238\u304c\u6e80\u671f\u306b\u306a\u308b\u304c\u3001\u501f\u308a\u63db\u3048\u306e\u9078\u629e\u80a2\u306f\u9650\u3089\u308c\u3066\u3044\u308b\u3002\u30c7\u30d5\u30a9\u30eb\u30c8\u7387\u306f\u4e0a\u304c\u308a\u3001\u5012\u7523\u306f\u5897\u3048\u308b\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>\u305d\u3046\u306a\u308c\u3070\u3001\u4eca\u306e\u5e02\u5834\u306e\u71b1\u72c2\u3068Fed\u304c\u8cc7\u91d1\u3092\u5f15\u304d\u63da\u3052\u3066\u3044\u308b\u3053\u3068\u3082\u8003\u3048\u3001\u682a\u5f0f\u5e02\u5834\u3082\u6050\u3089\u304f\u7b2c2\u56db\u534a\u671f\u306b\u306f\u8abf\u6574\u3057\u3001\u4eca\u306e\u6c34\u6e96\u304b\u3089\u4e0b\u843d\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>\u308f\u305f\u3057\u306e\u610f\u898b\u3067\u306f\u3001\u682a\u4fa1\u306f\u305d\u306e\u307e\u307e\u4eca\u5e74\u4e2d\u4e0b\u843d\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u73fe\u5728\u306e\u682a\u4fa1\u4e0a\u6607\u306f\u6301\u7d9a\u53ef\u80fd\u3067\u306f\u306a\u3044\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u4e00\u65b9\u30c0\u30ea\u30aa\u6c0f\u3082\u4eca\u30844%\u306e\u91d1\u5229\u304c\u4ed8\u304f\u73fe\u91d1\u306e\u65b9\u304c\u682a\u5f0f\u3088\u308a\u9b45\u529b\u7684\u3060\u3068\u3057\u3066\u682a\u5f0f\u306b\u5bfe\u3057\u3066\u5f31\u6c17\u306e\u898b\u65b9\u3092\u793a\u3057\u3066\u3044\u305f\u3002\u5f7c\u306e\u767a\u8a00\u3092\u5f15\u7528\u3057\u3066\u304a\u3053\u3046\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/33302\" data-type=\"post\" data-id=\"33302\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9: \u682a\u5f0f\u3088\u308a\u3082\u73fe\u91d1\u306e\u65b9\u304c\u9b45\u529b\u7684<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u73fe\u91d1\u306f\u4eca\u3084\u76f8\u5bfe\u7684\u306b\u9b45\u529b\u7684\u3060\u3002\u50b5\u5238\u3088\u308a\u3082\u9b45\u529b\u7684\u3067\u3001\u5b9f\u969b\u682a\u5f0f\u3088\u308a\u3082\u9b45\u529b\u7684\u3060\u3002<\/p>\n<\/blockquote>\n\n\n\n<p><strong>\u4e21\u6c0f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/strong><\/p>\n\n\n\n<p>\u3067\u306f\u5f7c\u3089\u306e\u5b9f\u969b\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u304b\u3068\u8a00\u3048\u3070\u3001Form 13F\u306b\u5831\u544a\u3055\u308c\u3066\u3044\u308b\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u7dcf\u984d\u306f\u53bb\u5e74\u306e9\u6708\u672b\u306e\u958b\u793a\u304b\u3089\u4eca\u56de\u306e12\u6708\u672b\u3067\u6b21\u306e\u3088\u3046\u306b\u5909\u5316\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c0\u30ea\u30aa\u6c0f:<\/strong> 198\u5104\u30c9\u30eb -> 183\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f:<\/strong> 14\u5104\u30c9\u30eb -> 11\u5104\u30c9\u30eb<\/li>\n<\/ul>\n\n\n\n<p>\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e\u65b9\u306f\u81ea\u5df1\u8cc7\u91d1\u904b\u7528\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u306a\u306e\u3067\u91d1\u984d\u306f\u5c11\u306a\u3044\u304c\u3001\u3068\u3082\u306b\u7c73\u56fd\u682a\u306e\u8cb7\u3044\u6301\u3061\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306bForm 13F\u306b\u306f\u57fa\u672c\u7684\u306b\u7a7a\u58f2\u308a\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u63b2\u8f09\u3055\u308c\u306a\u3044\u3002\u30c0\u30ea\u30aa\u6c0f\u306e\u65b9\u306f\u5206\u304b\u3089\u306a\u3044\u304c\u3001\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306f\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u3059\u3079\u3066\u7a7a\u58f2\u308a\u3067\u30d8\u30c3\u30b8\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u660e\u8a00\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u30dd\u30b8\u30b7\u30e7\u30f3\u5185\u5bb9\u306b\u3064\u3044\u3066\u306f\u3042\u307e\u308a\u8a00\u3046\u3053\u3068\u304c\u306a\u3044\u3002\u30c0\u30ea\u30aa\u6c0f\u306f\u3053\u308c\u307e\u3067\u3082\u4e3b\u529b\u3068\u306a\u3063\u3066\u3044\u305f\u9ad8\u914d\u5f53\u9298\u67c4\u306e\u91d1\u984d\u3092\u6e1b\u3089\u3057\u305f\u304f\u3089\u3044\u306e\u3053\u3068\u3060\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>P&amp;G:<\/strong> 8.4\u5104\u30c9\u30eb -> 7.6\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>Johnson &amp; Johnson:<\/strong> 7.7\u5104\u30c9\u30eb -> 6.3\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>Pepsi:<\/strong> 6.6\u5104\u30c9\u30eb -> 5.5\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>Coca Cola:<\/strong> 6.4\u5104\u30c9\u30eb -> 5.4\u5104\u30c9\u30eb<\/li>\n<\/ul>\n\n\n\n<p>\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e\u65b9\u306fBrightSphere Investment Group\u3068\u3044\u3046\u30d5\u30a1\u30f3\u30c9\u304c\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u306f\u300c\u9577\u671f\u6295\u8cc7\u306e\u3082\u306e\u306f\u58f2\u308c\u306a\u3044\u300d\u3068\u8a00\u3063\u3066\u3044\u305f\u306e\u3067\u3001\u3053\u3046\u3057\u305f\u9298\u67c4\u306f\u8cb7\u3044\u6301\u3061\u306e\u307e\u307e\u6b8b\u3057\u306a\u304c\u3089\u7a7a\u58f2\u308a\u3067\u30d8\u30c3\u30b8\u3057\u3066\u3044\u308b\u306e\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u30c0\u30ea\u30aa\u6c0f\u3001\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u3068\u3082\u306b\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u901a\u308a\u30ea\u30b9\u30af\u30aa\u30d5\u306e\u52d5\u304d\u304c\u898b\u3089\u308c\u308b\u30dd\u30b8\u30b7\u30e7\u30f3\u958b\u793a\u3068\u306a\u3063\u305f\u3002\u5f7c\u3089\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3068\u3068\u3082\u306b\u53c2\u8003\u306b\u3057\u3066\u307b\u3057\u3044\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/34065\" data-type=\"post\" data-id=\"34065\">\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e2023\u5e74\u682a\u4fa1\u4e88\u60f3: \u5012\u7523\u304c\u6025\u5897\u3057\u682a\u4fa1\u306f\u4e0b\u843d\u3059\u308b<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/33302\" data-type=\"post\" data-id=\"33302\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9: \u682a\u5f0f\u3088\u308a\u3082\u73fe\u91d1\u306e\u65b9\u304c\u9b45\u529b\u7684<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u4e00\u65b9\u3067\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u3001\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u52e2\u306f\u7c73\u56fd\u682a\u3092\u8cb7\u3044\u5897\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/33544\" data-type=\"post\" data-id=\"33544\">\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u3001\u7c73\u56fd\u682a\u3092\u5927\u5e45\u8cb7\u3044\u5897\u3057\u3001\u682a\u9ad8\u3092\u4e88\u60f3\u304b<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/33616\" data-type=\"post\" data-id=\"33616\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3082\u7c73\u56fd\u682a\u8cb7\u3044\u5897\u3057\u3001Amazon.com\u306f\u5168\u682a\u58f2\u5374<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u305f2022\u5e74\u306f\u5168\u54e1\u304c\u58f2\u308a\u63a8\u5968\u3060\u3063\u305f\u304c\u3001\u4eca\u5e74\u306f\u610f\u898b\u304c\u5206\u304b\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306b\u7b46\u8005\u306f\u682a\u4fa1\u4e0b\u843d\u3092\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/33649\" data-type=\"post\" data-id=\"33649\">2023\u5e74\u306e\u682a\u4fa1\u4e88\u60f3: \u7c73\u56fd\u682a\u3068\u65e5\u672c\u682a\u306e\u7a7a\u58f2\u308a\u3092\u958b\u59cb\u3001\u30bd\u30d5\u30c8\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u306f\u6709\u308a\u5f97\u306a\u3044<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u679c\u305f\u3057\u3066\u30a2\u30e1\u30ea\u30ab\u7d4c\u6e08\u306e\u30bd\u30d5\u30c8\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u306f\u53ef\u80fd\u3060\u308d\u3046\u304b\u3002\u697d\u3057\u307f\u306b\u7d50\u679c\u3092\u5f85\u3061\u305f\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30b8\u30e7\u30f3\u30fb\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u306e\u9577\u7de8\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u306e\u7d39\u4ecb\u306b\u6642\u9593\u3092\u53d6\u3089\u308c\u3066\u5f8c\u56de\u3057\u306b\u3057\u3066\u3044\u305f\u304c\u3001Paulson &amp; Co\u3068\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u306eBridgewater Associates\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13 &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/34423\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">\u30c0\u30ea\u30aa\u6c0f\u3001\u30dd\u30fc\u30eb\u30bd\u30f3\u6c0f\u3001\u3068\u3082\u306b\u7c73\u56fd\u682a\u8cb7\u3044\u6301\u3061\u3092\u6e1b\u3089\u3057\u30ea\u30b9\u30af\u30aa\u30d5\u3092\u9078\u629e<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59,111],"tags":[102,152,184],"class_list":["post-34423","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-ray-dalio","tag-form-13f","tag-john-paulson"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/34423","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/comments?post=34423"}],"version-history":[{"count":11,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/34423\/revisions"}],"predecessor-version":[{"id":34434,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/34423\/revisions\/34434"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=34423"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=34423"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=34423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}