The Covid Bubble: How and When will it Pop?
140 years later, comedian Beat Takeshi quipped that “it’s not scary to cross on a red light if everyone does it together.”
Moby BoJ: How the Bank of Japan Can Exit its ETF Trap
It would end up owning enough of the Japanese economy to gladden the heart of Karl Marx
At Last: Buffett Validates Abe’s Legacy
Abe’s project of resurrecting Japan as a confident, independent geopolitical player would never succeed without economic revival
The World Won’t Turn Japanese for Long: Inflation Is Coming
The last few weeks have seen more civil disorder in the United States and the UK than Japan experienced in two “lost decades.”
At Last – the Missing Arrow!
What went missing after the initial phase of Abenomics was the second arrow, fiscal stimulus.
Can Japan Become the Sixth Eye?
With a new Asia-focused Cold War taking shape, the idea that capital should flow across borders unimpeded is for the birds
Japan is Still the Future
In demographics too, Japan is looking more like a pioneer than an outlier.
Nikkei 39,000: Scenarios for a New High for Japanese Stocks
On that basis, new highs should come sooner rather than later.
Galactic Japanification – What Comes Next?
Politically, most Western countries are not in the same postcode… societies are already polarizing and political systems buckling.
Modern Monetary Theory: Coming Your Way Soon (Unless Big Changes Are Made)
Far from soaring interest rates, as doomsters consistently predicted, Japanese bond yields have fallen to vanishing point.