Nick M. | ニック
@nmcio.bsky.social
📤 33
📥 68
📝 163
Investor. 日本企業への投資家
pinned post!
First Post. Cheers!
over 1 year ago
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Trump Tariff Trouble
open.substack.com/pub/paulkrug...
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Trump Tariff Trouble
His doublethink may be too much even for the supine Supremes
https://open.substack.com/pub/paulkrugman/p/trump-tariff-trouble?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
6 months ago
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The “Mussolini Corporatism” Behind Trump’s Demand For $800 Billion From Japan and Korea
open.substack.com/pub/richardk...
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The “Mussolini Corporatism” Behind Trump’s Demand For $800 Billion From Japan and Korea
Trump Wants Cash To Buy Shares in Key US Companies and Dictate To Them
https://open.substack.com/pub/richardkatz/p/the-mussolini-corporatism-behind?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
7 months ago
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Are we living in a golden age of stupidity?
www.theguardian.com/technology/2...
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Are we living in a golden age of stupidity?
From brain-rotting videos to AI creep, every technological advance seems to make it harder to work, remember, think and function independently …
https://www.theguardian.com/technology/2025/oct/18/are-we-living-in-a-golden-age-of-stupidity-technology
7 months ago
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Problems aren't obstacles to opportunity, they ARE the opportunity.
7 months ago
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Argentina and Rural America’s Awakening
open.substack.com/pub/paulkrug...
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Argentina and Rural America’s Awakening
Suddenly, Trump’s contempt for his base is showing
https://open.substack.com/pub/paulkrugman/p/argentina-and-rural-americas-awakening?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
7 months ago
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Is Japan private equity’s next frontier?
www.ft.com/content/9c4b...
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Is Japan private equity’s next frontier?
The country is courting firms to help shake up moribund corporates and spur industry consolidation
https://www.ft.com/content/9c4b8ea7-708e-4f7f-93d5-de86ca87572d
7 months ago
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Tokyo Stock Exchange Initiative on Cost of Capital and Stock Price Conscious Management
corpgov.law.harvard.edu/2025/10/21/t...
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Tokyo Stock Exchange Initiative on Cost of Capital and Stock Price Conscious Management
Introduction The Tokyo Stock Exchange (TSE) has advanced governance reforms through Japan’s Corporate Governance Code and related initiatives, with ...
https://corpgov.law.harvard.edu/2025/10/21/tokyo-stock-exchange-initiative-on-cost-of-capital-and-stock-price-conscious-management/
7 months ago
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Deals for startups reach record in Japan before listing curbs
www.japantimes.co.jp/business/202...
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Deals for startups reach record in Japan before listing curbs
Starting in 2030, the Tokyo Stock Exchange will seek to delist companies that fail to reach a market value of at least ¥10 billion within five years of going public.
https://www.japantimes.co.jp/business/2025/10/21/companies/japan-startup-deals-record/?utm_medium=social&utm_source=bluesky#Echobox=1761015081
7 months ago
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reposted by
Nick M. | ニック
The Guardian
7 months ago
Sumo wrestling at the Royal Albert Hall – picture essay
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Sumo wrestling at the Royal Albert Hall – picture essay
Our award-winning photographer went behind the scenes of the Grand Sumo tournament in London as it returned to the capital for the first time since 1991
https://www.theguardian.com/sport/2025/oct/20/sumo-wrestling-at-the-royal-albert-hall-picture-essay?utm_term=Autofeed&CMP=bsky_gu&utm_medium=&utm_source=Bluesky#Echobox=1760944720
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China Has Overtaken America
open.substack.com/pub/paulkrug...
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China Has Overtaken America
And Trump’s policies guarantee that we will never catch up
https://open.substack.com/pub/paulkrugman/p/china-has-overtaken-america?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
7 months ago
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Sanaenomics Ignores Voter Needs
open.substack.com/pub/richardk...
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Sanaenomics Ignores Voter Needs
Out Of Touch LDP May Not Name the Next Prime Minister
https://open.substack.com/pub/richardkatz/p/sanaenomics-ignores-voter-needs?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
7 months ago
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Guard your time. Don't waste others by lecturing them about it.
7 months ago
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Japan Unleashes Capitalism by Letting ‘Zombie’ Companies Die
www.bloomberg.com/features/202...
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Japan Unleashes Capitalism by Letting 'Zombie' Companies Die
In agonizing decisions for owners, a once-protective society lets the market take its course.
https://www.bloomberg.com/features/2025-japan-zombie-companies-debt/
8 months ago
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Extremely offline: what happened when a Pacific island was cut off from the internet |
www.theguardian.com/news/2025/se...
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Extremely offline: what happened when a Pacific island was cut off from the internet | Samanth Subramanian
A colossal volcanic eruption in January 2022 ripped apart the underwater cables that connect Tonga to the world – and exposed the fragility of 21st-century life
https://www.theguardian.com/news/2025/sep/30/tonga-pacific-island-internet-underwater-cables-volcanic-eruption?CMP=share_btn_url
8 months ago
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Declining American Democracy: Trump is a Symptom, Not the Cause
open.substack.com/pub/paulkrug...
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Declining American Democracy: Trump is a Symptom, Not the Cause
The modern GOP is inherently authoritarian
https://open.substack.com/pub/paulkrugman/p/declining-american-democracy-trump?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Why Japan resents its tourism boom
www.ft.com/content/dbd2...
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Why Japan resents its tourism boom
Foreign visitor numbers have grown more than fivefold, but for some the surge is a reminder of the country’s economic malaise
https://www.ft.com/content/dbd20e5d-5a7d-4c0c-8f83-fb54c5aca9cb
8 months ago
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Are Hikes in Compensation Eaten Up by Taxes?
open.substack.com/pub/richardk...
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Are Hikes in Compensation Eaten Up by Taxes?
The Myth of the Missing Millionaires, Part 4
https://open.substack.com/pub/richardkatz/p/are-hikes-in-compensation-eaten-up?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Most complexity is unnecessary, but we manage it instead of removing it because deletion requires courage that addition doesn't.
8 months ago
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Let's talk about Japan Hard Power
open.substack.com/pub/japanopt...
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Let's talk about Japan Hard Power
Japan's defense industrial power-base: under discussed, under appreciated, under valued, but very real
https://open.substack.com/pub/japanoptimist/p/lets-talk-about-japan-hard-power?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Be Loud — For America
open.substack.com/pub/contrari...
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Be Loud — For America
By Governor JB Pritzker
https://open.substack.com/pub/contrarian/p/be-loud-for-america?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Low Pay For the Highly Skilled Starves Japan of Human Capital
open.substack.com/pub/richardk...
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Low Pay For the Highly Skilled Starves Japan of Human Capital
The Myth of Japan’s Missing Millionaires, Part 3
https://open.substack.com/pub/richardkatz/p/low-pay-for-the-highly-skilled-starves?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Hey, Let’s Undermine America’s Technology, Education and Research!
open.substack.com/pub/paulkrug...
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Hey, Let’s Undermine America’s Technology, Education and Research!
H-1B visas: The latest front in a campaign of destruction
https://open.substack.com/pub/paulkrugman/p/hey-lets-undermine-americas-technology?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Avoiding stupidity is easier than seeking brilliance. ** Most arguments are ego competitions disguised as truth-seeking. Learning to say "you're probably right" will save you a lot of time and energy.
8 months ago
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A ride on Japan's joyful "Sake Train".
bbc.com/travel/artic...
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A ride on Japan's joyful 'sake train'
To celebrate 200 years of the modern railway, rail enthusiast Paul Carter climbs aboard the trains of Niigata to discover its rich sake culture.
https://bbc.com/travel/article/20250917-a-ride-on-japans-joyful-sake-train
8 months ago
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The Lies America Tells Itself About the Middle East As Its Influence Faded, Washington Dissembled and Denied Reality
www.foreignaffairs.com/united-state...
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The Lies America Tells Itself About the Middle East
As its influence faded, Washington dissembled and denied reality.
https://www.foreignaffairs.com/united-states/lies-america-tells-itself-about-middle-east-gaza
8 months ago
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reposted by
Nick M. | ニック
FT Alphaville
8 months ago
Can we interest you in some extremely old, irrelevant broker research?
on.ft.com/47F9NVN
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A Lehman Brothers memorial PDF dump
[FREE TO READ] Notes on a scandal
https://on.ft.com/47F9NVN
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How Did Japan Fall Behind in Creating Personal Wealth?
open.substack.com/pub/richardk...
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How Did Japan Fall Behind in Creating Personal Wealth?
The Myth of Japan’s Missing Millionaires? Part 2
https://open.substack.com/pub/richardkatz/p/how-did-japan-fall-behind-in-creating?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
8 months ago
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Details don't slow you down; they speed you up.
8 months ago
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reposted by
Nick M. | ニック
The Japan Times
8 months ago
Activist Asset Value Investors plans to add stakes in Japanese small- and mid-cap companies after a planned merger of one of its investment trusts.
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Activist AVI poised to boost holdings of Japan small-cap shares
The plan is an example of how activists are shaking up corporate Japan as they plow capital into the country given the Tokyo bourse telling firms to raise their enterprise value.
https://ebx.sh/smt3m0
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The World No Longer Takes Trump Seriously
www.theatlantic.com/ideas/archiv...
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The World No Longer Takes Trump Seriously
At parades and in the halls of global power, America has been sidelined.
https://www.theatlantic.com/ideas/archive/2025/09/trump-parade-china-putin-xi-kim/684113/?utm_source=copy-link&utm_medium=social&utm_campaign=share
9 months ago
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The Dangers of Fiscal Dominance
open.substack.com/pub/paulkrug...
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The Dangers of Fiscal Dominance
How Trump could Zimbabwify America
https://open.substack.com/pub/paulkrugman/p/the-dangers-of-fiscal-dominance?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
9 months ago
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“The smartest person in the room, I’ve learned, is usually the person who knows how to tap into the intelligence of every person in the room.”
9 months ago
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Why Does the Right Reject Progress?
open.substack.com/pub/paulkrug...
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Why Does the Right Reject Progress?
The perverse push to make America miserable again
https://open.substack.com/pub/paulkrugman/p/why-does-the-right-reject-progress?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
9 months ago
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The Myth of Japan’s Missing Millionaires? Part 1
open.substack.com/pub/richardk...
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The Myth of Japan’s Missing Millionaires? Part 1
Both Too Few And Too Many Millionaires Hurt Growth
https://open.substack.com/pub/richardkatz/p/the-myth-of-japans-missing-millionaires?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
9 months ago
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Luck writes the first chapter, but your actions write the rest.
9 months ago
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Decline and Fall of the American Empire
open.substack.com/pub/paulkrug...
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Decline and Fall of the American Empire
Alliances were what made us great
https://open.substack.com/pub/paulkrugman/p/decline-and-fall-of-the-american?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
9 months ago
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reposted by
Nick M. | ニック
FT Alphaville
9 months ago
on.ft.com/460TgZX
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Could Singapore’s GIC actually be the world’s largest sovereign wealth fund?
[FREE TO READ] Playing some SWF Sudoku
https://on.ft.com/460TgZX
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Why Aren’t Markets Freaking Out?
open.substack.com/pub/paulkrug...
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Why Aren’t Markets Freaking Out?
Of Trump, Keynes and Wile E. Coyote
https://open.substack.com/pub/paulkrugman/p/why-arent-markets-freaking-out?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
9 months ago
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Japan’s ‘ninja stealth rally’ draws in global investors
www.ft.com/content/029b...
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Japan’s ‘ninja stealth rally’ draws in global investors
Foreigners became net buyers of Japanese stocks after Trump’s ‘liberation day’ tariff announcements
https://www.ft.com/content/029b78b7-094a-4543-a9b9-e64bd4fb7e87
9 months ago
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reposted by
Nick M. | ニック
Nikkei Asia (Official)
9 months ago
Buffett's Berkshire raises stake in Mitsubishi Corp. to over 10%
https://asia.nikkei.com/business/markets/buffett-s-berkshire-raises-stake-in-mitsubishi-corp.-to-over-10
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Buffett's Berkshire raises stake in Mitsubishi Corp. to over 10%
Japanese trading house's share price jumps close to 3%
https://asia.nikkei.com/business/markets/buffett-s-berkshire-raises-stake-in-mitsubishi-corp.-to-over-10
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Britain’s Chinese “Eldorado” on the Yangtse?
blogs.lse.ac.uk/businessrevi...
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Britain’s Chinese “Eldorado” on the Yangtse? - LSE Business Review
British companies are looking for opportunities to invest in China, but Chinese consumer nationalism suggests that the country is pivoting inward.
https://blogs.lse.ac.uk/businessreview/2025/08/20/britains-chinese-eldorado-on-the-yangtse/
9 months ago
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American Unexceptionalism
www.gmo.com/europe/resea...
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American Unexceptionalism
Ben Inker and John Pease challenge the S&P 500's perceived superiority, arguing that non-U.S. stocks deserve a larger share of portfolios than they currently command.
https://www.gmo.com/europe/research-library/american-unexceptionalism_gmoquarterlyletter/
9 months ago
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ICEing the U.S. Economy
open.substack.com/pub/paulkrug...
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ICEing the U.S. Economy
Mass deportations will hurt more than people realize
https://open.substack.com/pub/paulkrugman/p/iceing-the-us-economy?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
9 months ago
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"If you only read the books that everyone else is reading, you can only think what everyone else is thinking."
9 months ago
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The new widow-maker
www.ft.com/content/72ec...
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The new widow-maker
Fund managers chalk up another win
https://www.ft.com/content/72ec2377-c7ae-4469-b2ef-0784c5cbae51?accessToken=zwAAAZiYOifIkc9y7CN3x65EadOy7weExcuuUQ.MEYCIQDai0GlTkU55tTArxdXmY7LYnJt1sl-QpyvlIf_NWNEKgIhAP_TZp6poh3lYrk6gRovKvrref7IyBfqY88oWPeFyoDv&segmentId=e95a9ae7-622c-6235-5f87-51e412b47e97&shareType=enterprise&shareId=aacd56c1-bdd1-4a18-9342-5ad0c491cf91
9 months ago
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Telling yourself you'll do it tomorrow is how dreams die.
9 months ago
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Behind Japan's political battles, a war over history
open.substack.com/pub/observin...
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Behind Japan's political battles, a war over history
A guest essay from Daniel Sneider
https://open.substack.com/pub/observingjapan/p/behind-japans-political-battles-a?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
10 months ago
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The Paranoid Style in American Economics
open.substack.com/pub/paulkrug...
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The Paranoid Style in American Economics
Remember, every accusation is a confession
https://open.substack.com/pub/paulkrugman/p/the-paranoid-style-in-american-economics?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
10 months ago
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What A World (A few Stories)
collabfund.com/blog/what-a-...
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What A World (A few Stories)
A few short stories…
https://collabfund.com/blog/what-a-world/
10 months ago
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Trump is Getting Desperate
open.substack.com/pub/paulkrug...
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Trump is Getting Desperate
We're in an extremely dangerous moment
https://open.substack.com/pub/paulkrugman/p/trump-is-getting-desperate-and-dangerous?r=a72v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
10 months ago
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