
Views on global markets and politics, with a special focus on the Japanese equity market, by a well-travelled former investment banker turned entrepreneur.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 227 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||

“Those funds in America just don’t get it. Thailand is a country full of farmers.”
The year was 1998.
I was in Thailand with two friends from Waseda University, talking to a Thai Airways pilot at a Ch...
At the beginning of the year, I argued that Prime Minister Sanae Takaichi might ultimately be remembered in the same way Shakespeare described Henry VI. She would be remembered not as an incapable ruler, but as...
There is a growing narrative that Japan is the hidden fault line of the global financial system. We have discussed this at great length in the past.
The argument is straightforward: for...
“Rejoice with those who rejoice, and weep with those who weep.” Romans 12:15
Kevin Keegan and the Best of Britain
Japan’s 15-Year Critical Mineral Bet
Japan’s 15-Year Critical Mineral Bet
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