Tag: Japanese economy
Simon’s Letter from Japan: A New Market Opportunity
The world is talking about risks and opportunities in America and China. But are we forgetting about Japan, the world’s third-largest economy?
When Interest Rates Stop Working
A waning Japan. Overvalued tech. Tesla’s decade-long history of losses. All of this is only possible because of irresponsible money creation.
Japanese Toasters Are Showing You the Future
Rice. Grilled fish. Miso soup. That’s what breakfast food used to be in Japan. But that’s not the case anymore. Some might tell you this is globalisation at work, yet I’d argue the opposite.
The Wrong Moves to Make in a Trade War
What happens when one country gets jealous of another country’s advantage? What happens when China wants to be India and Australia wants to be Japan?
Why the Future of Netflix Looks as Grim as Japan’s
Japan needs to make some structural changes. If they don’t they’ll be left severely disappointed, much like the investors buying Netflix today.
The Most Absurd Myth of the 21st Century
Assets, markets, companies, and empires rise and fall. But now comes the most absurd myth of all — that the feds can ‘manage’ and ‘guide’ the economy,
One Mistake Dooms Investors…
Both Trump and Powell will do all they can to save this market. Both are avoiding a bloodbath because the blood will splatter on their own white shirts.