The limits of power
Ambition Meets Reality: Takaichi’s Struggle for Legislative Control
Spectra Markets | am/FX: USDJPY and NFP
Short & to the point today
My Recent AI Buildout Opportunity Trades
Targets Hit: Cashing Out of the U.S. for China’s AI Boom
Takaichi’s fiscal gamble comes into view
Japan’s Ambitious Spending: A High-Stakes Path to Prosperity
BoJ Steps Up Its Verbal Yen-Intervention
The Bank implicitly communicates that defending the yen is now part of its rate hike framework
Takaichi presses ahead with tax cut plan despite doubters
A High-Stakes Push Against Political Headwinds
Day 110 | The Islamabad Declaration: What’s in the Deal?
2 versions of 1 MoU — clause-by-clause analysis
No surprises from BOJ as focus turns to fiscal policy
Monetary Stability Achieved, Fiscal Challenges Loom for Takaichi Government
Identifying The Opportunities of The AI Buildout Updated
Now Buy US and Chinese Grid Equities
BOJ will send useful signals even with Ueda absent
Beyond Ueda: Decoding the BOJ’s Next Steps on Rates and Bonds