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America has Warren Buffett, but Japan's most famous investor is 71-year-old Kiritani, who has a portfolio of over 500 stocks totaling over 400 million yen. He does not own a car and rides around everywhere in his bicycle. He's also known for his love of shareholder perks. /1
I'm bullish and long Japan.
A stock market crash, low birth rates and marriage rates, stagnant wages, stagnant GDP, high concentration of wealth among boomers, an aging population; Japan has already gone through it all and survived. There has never been a better time to be a Japanese investor.
Replying to @CacheThatCheque
Jfc, 2.1k likes.
the west is fucking cooked. after decades of chasing digital efficiency, they all yearn for the analog wisdom of the confucian far east
American whites are very diverse. I'm an autistic Elliot Rodger hapa but I am rather fond of the blunt "Tony Soprano Italian American" archetype
Investors getting rug pulled on Brazilian stocks is exactly why I stay away from investing directly in any emerging markets. Corruption and banana republic style elections make it seem not worth it.
I prefer sticking to my lane: buying Japanese shitcos and tobacco stocks
CTC retweeted
Former Japanese Prime Minister Yasuo Fukuda, who served for a year in 2007-2007 between Abe's first term and Taro Aso, has died at the age of 90
福田康夫元首相が死去、90歳 消費者庁設置や対中関係安定に尽力
nikkei.com/article/DGXZQOUA1…
CTC retweeted
AI stocks when the market opens
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
CTC retweeted
Make me a billionaire @bot. Make no mistakes.
Boomers are so weird man. They'll be like, "just approach women at yoga class and ask them out on a date" and then go and get scammed for tens of thousands of dollars by some random fake internet profile
Attended a school event recently in Osaka and it literally looked like this: clusters of yankii moms in track suits and sweat pants chatting with clearly over the hill yankii mom seniors showing off lots of skin. Some guy's future yankii single mom trad wife, no doubt
🤖 Made with AI
My younger sister came to Japan this year for the first time in over ten years and she went home deeply radicalized




























