Archive - Japan Optimist

Cracks in the consensus

Japanese politics is approaching a breaking point - the people are angry at inflation & immigration; and the LDP is being disrupted by MAGA and the new…

Jul 13 •

June 2025

May 2025

Warren Buffett & Japan: Turning pages

Guest contribution by Andrew McDermott - what Buffett's Japan allocation reveals about investment strategy & principles

May 4 •

April 2025

MAGAnomics - the impact on Japan

My podcast conversation with Coral Capital on the Japan outlook now that the forces of "America-first-&-foremost" are beginning to hit

Apr 20 •

Will Japan demand a MAGA discount?

"Moving fast and braking things" is not an acceptable business model for the stewards of the worlds largest savings pool

Apr 16 •

February 2025

President Trump's policy goals pose deflationary risks for Japan

Feb 15 •

January 2025

Guest contribution: Barbarians at the gate

Comparing the U.S.-led takeover of Toshiba to the Nippon Steel bid for U.S. Steel: who is damaging national economic security?

Jan 12 •

Japan Surprises 2025

Ten twists & turns that would change the global Japan narrative in the Year of the Snake

Jan 6 •

December 2024

From 'Capitalism that works' towards trusted mediator between the U.S. and China

Dec 29, 2024 •

November 2024

My conversation with Lyric Hale of The Hale Report

Q: "Jesper, who would you like to invite to dinner?" -- A: "The Showa Emperor"

Nov 22, 2024 •

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