Sign in

Nick M. | ニック

@nmcio.bsky.social
37 followers 70 following 163 posts

Investor. 日本企業への投資家

PostsRepliesMedia
Nick M. | ニック @nmcio.bsky.social · 07/11/2025
Trump Tariff Trouble open.substack.com/pub/paulkrug...
open.substack.com
Trump Tariff Trouble
His doublethink may be too much even for the supine Supremes
030
Nick M. | ニック @nmcio.bsky.social · 28/10/2025
The “Mussolini Corporatism” Behind Trump’s Demand For $800 Billion From Japan and Korea open.substack.com/pub/richardk...
open.substack.com
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
040
Nick M. | ニック @nmcio.bsky.social · 26/10/2025
Are we living in a golden age of stupidity? www.theguardian.com/technology/2...
theguardian.com
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 …
030
Nick M. | ニック @nmcio.bsky.social · 26/10/2025
Problems aren't obstacles to opportunity, they ARE the opportunity.
010
Nick M. | ニック @nmcio.bsky.social · 23/10/2025
Argentina and Rural America’s Awakening open.substack.com/pub/paulkrug...
open.substack.com
Argentina and Rural America’s Awakening
Suddenly, Trump’s contempt for his base is showing
010
Nick M. | ニック @nmcio.bsky.social · 23/10/2025
Is Japan private equity’s next frontier? www.ft.com/content/9c4b...
ft.com
Is Japan private equity’s next frontier?
The country is courting firms to help shake up moribund corporates and spur industry consolidation
030
Nick M. | ニック @nmcio.bsky.social · 21/10/2025
Tokyo Stock Exchange Initiative on Cost of Capital and Stock Price Conscious Management corpgov.law.harvard.edu/2025/10/21/t...
corpgov.law.harvard.edu
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 ...
020
Nick M. | ニック @nmcio.bsky.social · 21/10/2025
Deals for startups reach record in Japan before listing curbs www.japantimes.co.jp/business/202...
japantimes.co.jp
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.
010
Reposted by Nick M. | ニック
The Guardian @theguardian.com · 20/10/2025
Sumo wrestling at the Royal Albert Hall – picture essay
theguardian.com
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
25414
Nick M. | ニック @nmcio.bsky.social · 15/10/2025
China Has Overtaken America open.substack.com/pub/paulkrug...
open.substack.com
China Has Overtaken America
And Trump’s policies guarantee that we will never catch up
010
Nick M. | ニック @nmcio.bsky.social · 13/10/2025
Sanaenomics Ignores Voter Needs open.substack.com/pub/richardk...
open.substack.com
Sanaenomics Ignores Voter Needs
Out Of Touch LDP May Not Name the Next Prime Minister
010
Nick M. | ニック @nmcio.bsky.social · 12/10/2025
Guard your time. Don't waste others by lecturing them about it.
010
Nick M. | ニック @nmcio.bsky.social · 05/10/2025
Japan Unleashes Capitalism by Letting ‘Zombie’ Companies Die www.bloomberg.com/features/202...
bloomberg.com
Japan Unleashes Capitalism by Letting 'Zombie' Companies Die
In agonizing decisions for owners, a once-protective society lets the market take its course.
020
Nick M. | ニック @nmcio.bsky.social · 04/10/2025
Extremely offline: what happened when a Pacific island was cut off from the internet | www.theguardian.com/news/2025/se...
theguardian.com
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
011
Nick M. | ニック @nmcio.bsky.social · 03/10/2025
Declining American Democracy: Trump is a Symptom, Not the Cause open.substack.com/pub/paulkrug...
open.substack.com
Declining American Democracy: Trump is a Symptom, Not the Cause
The modern GOP is inherently authoritarian
010
Nick M. | ニック @nmcio.bsky.social · 02/10/2025
Why Japan resents its tourism boom www.ft.com/content/dbd2...
ft.com
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
030
Nick M. | ニック @nmcio.bsky.social · 30/09/2025
Are Hikes in Compensation Eaten Up by Taxes? open.substack.com/pub/richardk...
open.substack.com
Are Hikes in Compensation Eaten Up by Taxes?
The Myth of the Missing Millionaires, Part 4
020
Nick M. | ニック @nmcio.bsky.social · 28/09/2025
Most complexity is unnecessary, but we manage it instead of removing it because deletion requires courage that addition doesn't.
010
Nick M. | ニック @nmcio.bsky.social · 24/09/2025
Let's talk about Japan Hard Power open.substack.com/pub/japanopt...
open.substack.com
Let's talk about Japan Hard Power
Japan's defense industrial power-base: under discussed, under appreciated, under valued, but very real
000
Nick M. | ニック @nmcio.bsky.social · 23/09/2025
Be Loud — For America open.substack.com/pub/contrari...
open.substack.com
Be Loud — For America
By Governor JB Pritzker
000
Nick M. | ニック @nmcio.bsky.social · 23/09/2025
Low Pay For the Highly Skilled Starves Japan of Human Capital open.substack.com/pub/richardk...
open.substack.com
Low Pay For the Highly Skilled Starves Japan of Human Capital
The Myth of Japan’s Missing Millionaires, Part 3
030
Nick M. | ニック @nmcio.bsky.social · 22/09/2025
Hey, Let’s Undermine America’s Technology, Education and Research! open.substack.com/pub/paulkrug...
open.substack.com
Hey, Let’s Undermine America’s Technology, Education and Research!
H-1B visas: The latest front in a campaign of destruction
010
Nick M. | ニック @nmcio.bsky.social · 21/09/2025
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.
010
Nick M. | ニック @nmcio.bsky.social · 19/09/2025
A ride on Japan's joyful "Sake Train". bbc.com/travel/artic...
bbc.com
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.
000
Nick M. | ニック @nmcio.bsky.social · 19/09/2025
The Lies America Tells Itself About the Middle East As Its Influence Faded, Washington Dissembled and Denied Reality www.foreignaffairs.com/united-state...
foreignaffairs.com
The Lies America Tells Itself About the Middle East
As its influence faded, Washington dissembled and denied reality.
010
Reposted by Nick M. | ニック
FT Alphaville @alphaville.ft.com · 15/09/2025
Can we interest you in some extremely old, irrelevant broker research? on.ft.com/47F9NVN
on.ft.com
A Lehman Brothers memorial PDF dump
[FREE TO READ] Notes on a scandal
1193
Nick M. | ニック @nmcio.bsky.social · 15/09/2025
How Did Japan Fall Behind in Creating Personal Wealth? open.substack.com/pub/richardk...
open.substack.com
How Did Japan Fall Behind in Creating Personal Wealth?
The Myth of Japan’s Missing Millionaires? Part 2
010
Nick M. | ニック @nmcio.bsky.social · 14/09/2025
Details don't slow you down; they speed you up.
010
Reposted by Nick M. | ニック
The Japan Times @japantimes.co.jp · 12/09/2025
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.
ebx.sh
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.
052
Nick M. | ニック @nmcio.bsky.social · 07/09/2025
The World No Longer Takes Trump Seriously www.theatlantic.com/ideas/archiv...
theatlantic.com
The World No Longer Takes Trump Seriously
At parades and in the halls of global power, America has been sidelined.
010
Nick M. | ニック @nmcio.bsky.social · 07/09/2025
The Dangers of Fiscal Dominance open.substack.com/pub/paulkrug...
open.substack.com
The Dangers of Fiscal Dominance
How Trump could Zimbabwify America
020
Nick M. | ニック @nmcio.bsky.social · 07/09/2025
“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.”
020
Nick M. | ニック @nmcio.bsky.social · 05/09/2025
Why Does the Right Reject Progress? open.substack.com/pub/paulkrug...
open.substack.com
Why Does the Right Reject Progress?
The perverse push to make America miserable again
020
Nick M. | ニック @nmcio.bsky.social · 02/09/2025
The Myth of Japan’s Missing Millionaires? Part 1 open.substack.com/pub/richardk...
open.substack.com
The Myth of Japan’s Missing Millionaires? Part 1
Both Too Few And Too Many Millionaires Hurt Growth
020
Nick M. | ニック @nmcio.bsky.social · 31/08/2025
Luck writes the first chapter, but your actions write the rest.
020
Nick M. | ニック @nmcio.bsky.social · 29/08/2025
Decline and Fall of the American Empire open.substack.com/pub/paulkrug...
open.substack.com
Decline and Fall of the American Empire
Alliances were what made us great
010
Reposted by Nick M. | ニック
FT Alphaville @alphaville.ft.com · 29/08/2025
on.ft.com/460TgZX
on.ft.com
Could Singapore’s GIC actually be the world’s largest sovereign wealth fund?
[FREE TO READ] Playing some SWF Sudoku
031
Nick M. | ニック @nmcio.bsky.social · 28/08/2025
Why Aren’t Markets Freaking Out? open.substack.com/pub/paulkrug...
open.substack.com
Why Aren’t Markets Freaking Out?
Of Trump, Keynes and Wile E. Coyote
000
Nick M. | ニック @nmcio.bsky.social · 28/08/2025
Japan’s ‘ninja stealth rally’ draws in global investors www.ft.com/content/029b...
ft.com
Japan’s ‘ninja stealth rally’ draws in global investors
Foreigners became net buyers of Japanese stocks after Trump’s ‘liberation day’ tariff announcements
010
Reposted by Nick M. | ニック
Nikkei Asia (Official) @asia.nikkei.com · 28/08/2025
Buffett's Berkshire raises stake in Mitsubishi Corp. to over 10% asia.nikkei.com/business/markets/bu…
asia.nikkei.com
Buffett's Berkshire raises stake in Mitsubishi Corp. to over 10%
Japanese trading house's share price jumps close to 3%
011
Nick M. | ニック @nmcio.bsky.social · 22/08/2025
Britain’s Chinese “Eldorado” on the Yangtse? blogs.lse.ac.uk/businessrevi...
blogs.lse.ac.uk
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.
010
Nick M. | ニック @nmcio.bsky.social · 22/08/2025
American Unexceptionalism www.gmo.com/europe/resea...
gmo.com
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.
020
Nick M. | ニック @nmcio.bsky.social · 20/08/2025
ICEing the U.S. Economy open.substack.com/pub/paulkrug...
open.substack.com
ICEing the U.S. Economy
Mass deportations will hurt more than people realize
020
Nick M. | ニック @nmcio.bsky.social · 17/08/2025
"If you only read the books that everyone else is reading, you can only think what everyone else is thinking."
020
Nick M. | ニック @nmcio.bsky.social · 11/08/2025
The new widow-maker www.ft.com/content/72ec...
ft.com
The new widow-maker
Fund managers chalk up another win
020
Nick M. | ニック @nmcio.bsky.social · 10/08/2025
Telling yourself you'll do it tomorrow is how dreams die.
020
Nick M. | ニック @nmcio.bsky.social · 06/08/2025
Behind Japan's political battles, a war over history open.substack.com/pub/observin...
open.substack.com
Behind Japan's political battles, a war over history
A guest essay from Daniel Sneider
020
Nick M. | ニック @nmcio.bsky.social · 05/08/2025
The Paranoid Style in American Economics open.substack.com/pub/paulkrug...
open.substack.com
The Paranoid Style in American Economics
Remember, every accusation is a confession
010
Nick M. | ニック @nmcio.bsky.social · 05/08/2025
What A World (A few Stories) collabfund.com/blog/what-a-...
collabfund.com
What A World (A few Stories)
A few short stories…
030
Nick M. | ニック @nmcio.bsky.social · 04/08/2025
Trump is Getting Desperate open.substack.com/pub/paulkrug...
open.substack.com
Trump is Getting Desperate
We're in an extremely dangerous moment
010