Macroeconomics

Okay, no problem. Let's chat about this concept in plain language. What Is "The Great Convergence"? — Talking Plainly About This Core Concept from The World Is Flat Hi! The term "The Great Convergenc...

Sure, no problem. Let me break down the three eras of globalization as described by Friedman in The World Is Flat in plain language. Think of it like a three-act play, with the main actors changing ea...

Okay, no problem. Let me break down the current macroeconomic and real estate market situation in Japan for you in an easy-to-understand way. First, the Big Picture of Japan's Macro Economy To unders...

Okay, let's break down the impact of a Bank of Japan (BOJ) rate hike on the stock market. The Bottom Line: It's a blow, but not necessarily a "devastating" one.

Okay, let's talk about this fascinating topic. Japan's government debt situation is like a decades-long soap opera. Everyone knows the protagonist is under immense pressure, but the finale just keeps ...

Okay, let's talk about this. This is an excellent question, and the answer is a definite yes: It's not just a threat; this competition is already happening in real-time and reshaping the entire indust...

Okay, let's talk about this. The impact of an earthquake in Japan on the stock market can be viewed in two phases: short-term and medium-to-long-term.

Okay, let's talk about this. It's actually a very interesting entry point for understanding the Japanese economy and corporate culture. Why Do Many Large Japanese Companies Hold Large Amounts of Cash...

Okay, let's talk about Toyota. This is indeed a topic of concern for many friends following the Japanese stock market. Talking Toyota: Is Its "Big Brother" Status in the Japanese Stock Market Secure?...

Okay, that's a really great question and a common point of confusion. On the surface, it seems like a country with fewer young people and more elderly would see declining consumption and innovation, s...

Why is Global Capital Flowing into Japan? It's great to discuss this topic with you. Think of the global capital market as a large pool where money (often called "hot money" or "smart money") constant...

Okay, let's talk about this. This is indeed a core concern for many people looking at the Japanese market right now. Simply put, it's like two sides of the same coin: in the short term, it's a stimula...

Okay, let's talk about this fascinating topic. The Japanese government's recent move is indeed an attempt to "lure" people's money out of banks and into the stock market.

Hey, that's a great question because it really does seem contradictory. We've heard for almost a lifetime that "Japan's economy is failing," yet suddenly, its stock market benchmark, the Nikkei 225 in...

The Essence of Buffett's Investment: Five Companies or a Discounted, Self-Leveraged Global Macroeconomic Index Fund? Introduction Warren Buffett, a leading figure in value investing, has drawn signifi...

Can the Sogo Shosha Model Be Successfully Replicated in Other Countries? Why Is It So Unique to Japan? Overview of the Sogo Shosha Model Japan’s Sogo Shosha model is a unique integrated trading and in...

Analysis of the Impact of Global Interest Rate Cutting Cycle on Buffett's Investment in the Big Five Trading Houses The Big Five Japanese trading houses invested in by Warren Buffett (Mitsubishi Corp.

Long-Term Stock Performance of These Companies: Japanese Economy vs. Global Macroeconomic Conditions Core Argument The five major Japanese trading houses (Mitsubishi Corporation, Mitsui & Co.

Business Operations of Buffett-Invested Japanese Trading Houses in China and the Impact of U.S.-China Tensions Overview of the Five Major Trading Houses Warren Buffett’s Berkshire Hathaway has investe...

Why Do Japanese Convenience Stores (Like Lawson, FamilyMart) Have These Trading Companies Behind Them? The close ties between Japan's convenience store industry (e.g.