Nick M. | ニック @nmcio.bsky.social · 07/11/2025Trump Tariff Trouble open.substack.com/pub/paulkrug...open.substack.comTrump Tariff TroubleHis doublethink may be too much even for the supine Supremes 030
Nick M. | ニック @nmcio.bsky.social · 28/10/2025The “Mussolini Corporatism” Behind Trump’s Demand For $800 Billion From Japan and Korea open.substack.com/pub/richardk...open.substack.comThe “Mussolini Corporatism” Behind Trump’s Demand For $800 Billion From Japan and KoreaTrump Wants Cash To Buy Shares in Key US Companies and Dictate To Them 040
Nick M. | ニック @nmcio.bsky.social · 26/10/2025Are we living in a golden age of stupidity? www.theguardian.com/technology/2...theguardian.comAre 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 · 26/10/2025Problems aren't obstacles to opportunity, they ARE the opportunity. 010
Nick M. | ニック @nmcio.bsky.social · 23/10/2025Argentina and Rural America’s Awakening open.substack.com/pub/paulkrug...open.substack.comArgentina and Rural America’s AwakeningSuddenly, Trump’s contempt for his base is showing 010
Nick M. | ニック @nmcio.bsky.social · 23/10/2025Is Japan private equity’s next frontier? www.ft.com/content/9c4b...ft.comIs 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 · 21/10/2025Tokyo Stock Exchange Initiative on Cost of Capital and Stock Price Conscious Management corpgov.law.harvard.edu/2025/10/21/t...corpgov.law.harvard.eduTokyo Stock Exchange Initiative on Cost of Capital and Stock Price Conscious ManagementIntroduction 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 · 21/10/2025Deals for startups reach record in Japan before listing curbs www.japantimes.co.jp/business/202...japantimes.co.jpDeals for startups reach record in Japan before listing curbsStarting 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 · 20/10/2025Sumo wrestling at the Royal Albert Hall – picture essaytheguardian.comSumo wrestling at the Royal Albert Hall – picture essayOur 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 · 15/10/2025China Has Overtaken America open.substack.com/pub/paulkrug...open.substack.comChina Has Overtaken AmericaAnd Trump’s policies guarantee that we will never catch up 010
Nick M. | ニック @nmcio.bsky.social · 13/10/2025Sanaenomics Ignores Voter Needs open.substack.com/pub/richardk...open.substack.comSanaenomics Ignores Voter NeedsOut Of Touch LDP May Not Name the Next Prime Minister 010
Nick M. | ニック @nmcio.bsky.social · 12/10/2025Guard your time. Don't waste others by lecturing them about it. 010
Nick M. | ニック @nmcio.bsky.social · 05/10/2025Japan Unleashes Capitalism by Letting ‘Zombie’ Companies Die www.bloomberg.com/features/202...bloomberg.comJapan Unleashes Capitalism by Letting 'Zombie' Companies DieIn agonizing decisions for owners, a once-protective society lets the market take its course. 020
Nick M. | ニック @nmcio.bsky.social · 04/10/2025Extremely offline: what happened when a Pacific island was cut off from the internet | www.theguardian.com/news/2025/se...theguardian.comExtremely offline: what happened when a Pacific island was cut off from the internet | Samanth SubramanianA 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 · 03/10/2025Declining American Democracy: Trump is a Symptom, Not the Cause open.substack.com/pub/paulkrug...open.substack.comDeclining American Democracy: Trump is a Symptom, Not the CauseThe modern GOP is inherently authoritarian 010
Nick M. | ニック @nmcio.bsky.social · 02/10/2025Why Japan resents its tourism boom www.ft.com/content/dbd2...ft.comWhy Japan resents its tourism boomForeign 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 · 30/09/2025Are Hikes in Compensation Eaten Up by Taxes? open.substack.com/pub/richardk...open.substack.comAre Hikes in Compensation Eaten Up by Taxes?The Myth of the Missing Millionaires, Part 4 020
Nick M. | ニック @nmcio.bsky.social · 28/09/2025Most 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 · 24/09/2025Let's talk about Japan Hard Power open.substack.com/pub/japanopt...open.substack.comLet's talk about Japan Hard PowerJapan's defense industrial power-base: under discussed, under appreciated, under valued, but very real 000
Nick M. | ニック @nmcio.bsky.social · 23/09/2025Be Loud — For America open.substack.com/pub/contrari...open.substack.comBe Loud — For AmericaBy Governor JB Pritzker 000
Nick M. | ニック @nmcio.bsky.social · 23/09/2025Low Pay For the Highly Skilled Starves Japan of Human Capital open.substack.com/pub/richardk...open.substack.comLow Pay For the Highly Skilled Starves Japan of Human CapitalThe Myth of Japan’s Missing Millionaires, Part 3 030
Nick M. | ニック @nmcio.bsky.social · 22/09/2025Hey, Let’s Undermine America’s Technology, Education and Research! open.substack.com/pub/paulkrug...open.substack.comHey, 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 · 21/09/2025Avoiding 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 · 19/09/2025A ride on Japan's joyful "Sake Train". bbc.com/travel/artic...bbc.comA 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 · 19/09/2025The Lies America Tells Itself About the Middle East As Its Influence Faded, Washington Dissembled and Denied Reality www.foreignaffairs.com/united-state...foreignaffairs.comThe Lies America Tells Itself About the Middle EastAs its influence faded, Washington dissembled and denied reality. 010
Reposted by Nick M. | ニックFT Alphaville @alphaville.ft.com · 15/09/2025Can we interest you in some extremely old, irrelevant broker research? on.ft.com/47F9NVNon.ft.comA Lehman Brothers memorial PDF dump[FREE TO READ] Notes on a scandal 1193
Nick M. | ニック @nmcio.bsky.social · 15/09/2025How Did Japan Fall Behind in Creating Personal Wealth? open.substack.com/pub/richardk...open.substack.comHow Did Japan Fall Behind in Creating Personal Wealth?The Myth of Japan’s Missing Millionaires? Part 2 010
Reposted by Nick M. | ニックThe Japan Times @japantimes.co.jp · 12/09/2025Activist 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.shActivist AVI poised to boost holdings of Japan small-cap sharesThe 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 · 07/09/2025The World No Longer Takes Trump Seriously www.theatlantic.com/ideas/archiv...theatlantic.comThe World No Longer Takes Trump SeriouslyAt parades and in the halls of global power, America has been sidelined. 010
Nick M. | ニック @nmcio.bsky.social · 07/09/2025The Dangers of Fiscal Dominance open.substack.com/pub/paulkrug...open.substack.comThe Dangers of Fiscal DominanceHow 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 · 05/09/2025Why Does the Right Reject Progress? open.substack.com/pub/paulkrug...open.substack.comWhy Does the Right Reject Progress?The perverse push to make America miserable again 020
Nick M. | ニック @nmcio.bsky.social · 02/09/2025The Myth of Japan’s Missing Millionaires? Part 1 open.substack.com/pub/richardk...open.substack.comThe Myth of Japan’s Missing Millionaires? Part 1Both Too Few And Too Many Millionaires Hurt Growth 020
Nick M. | ニック @nmcio.bsky.social · 31/08/2025Luck writes the first chapter, but your actions write the rest. 020
Nick M. | ニック @nmcio.bsky.social · 29/08/2025Decline and Fall of the American Empire open.substack.com/pub/paulkrug...open.substack.comDecline and Fall of the American EmpireAlliances were what made us great 010
Reposted by Nick M. | ニックFT Alphaville @alphaville.ft.com · 29/08/2025on.ft.com/460TgZXon.ft.comCould 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 · 28/08/2025Why Aren’t Markets Freaking Out? open.substack.com/pub/paulkrug...open.substack.comWhy Aren’t Markets Freaking Out?Of Trump, Keynes and Wile E. Coyote 000
Nick M. | ニック @nmcio.bsky.social · 28/08/2025Japan’s ‘ninja stealth rally’ draws in global investors www.ft.com/content/029b...ft.comJapan’s ‘ninja stealth rally’ draws in global investorsForeigners 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 · 28/08/2025Buffett's Berkshire raises stake in Mitsubishi Corp. to over 10% asia.nikkei.com/business/markets/bu…asia.nikkei.comBuffett'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 · 22/08/2025Britain’s Chinese “Eldorado” on the Yangtse? blogs.lse.ac.uk/businessrevi...blogs.lse.ac.ukBritain’s Chinese “Eldorado” on the Yangtse? - LSE Business ReviewBritish 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 · 22/08/2025American Unexceptionalism www.gmo.com/europe/resea...gmo.comAmerican UnexceptionalismBen 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 · 20/08/2025ICEing the U.S. Economy open.substack.com/pub/paulkrug...open.substack.comICEing the U.S. EconomyMass 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 · 11/08/2025The new widow-maker www.ft.com/content/72ec...ft.comThe new widow-makerFund managers chalk up another win 020
Nick M. | ニック @nmcio.bsky.social · 10/08/2025Telling yourself you'll do it tomorrow is how dreams die. 020
Nick M. | ニック @nmcio.bsky.social · 06/08/2025Behind Japan's political battles, a war over history open.substack.com/pub/observin...open.substack.comBehind Japan's political battles, a war over historyA guest essay from Daniel Sneider 020
Nick M. | ニック @nmcio.bsky.social · 05/08/2025The Paranoid Style in American Economics open.substack.com/pub/paulkrug...open.substack.comThe Paranoid Style in American EconomicsRemember, every accusation is a confession 010
Nick M. | ニック @nmcio.bsky.social · 05/08/2025What A World (A few Stories) collabfund.com/blog/what-a-...collabfund.comWhat A World (A few Stories)A few short stories… 030
Nick M. | ニック @nmcio.bsky.social · 04/08/2025Trump is Getting Desperate open.substack.com/pub/paulkrug...open.substack.comTrump is Getting DesperateWe're in an extremely dangerous moment 010