TokyoBrainie - TokyoBrainie (Page 2)

Signal Room

「Made in China」を笑っている間に、工場ごと持っていかれる｜中国テックの本当の強さ｜China’s Real Tech Strength: Scale, Supply Chains and Deployment

China’s real advantage Applying an old consumer-goods stereotype directly to semiconductors, batteries, robotics and Physical AI is a serious analytical error. China

News Cutting Room

Deep Cut 002｜AI崩壊で株も米国債も沈むのか——「逃げ場がない」論の欠けた条件｜AI Bust, Recession, Treasury Crash? The Missing Conditions Behind the “No Escape” Narrative

An AI bust can crash equities. It does not automatically crash Treasuries. A recession caused by collapsi

News Cutting Room

Deep Cut 002｜AI崩壊で株も米国債も沈むのか——「逃げ場がない」論の欠けた条件｜AI Bust, Recession, Treasury Crash? The Missing Conditions Behind the “No Escape” Narrative

The verdict The Nikkei article is strongest when it argues that long-duration US Treasuries are no longer a guaranteed source of positive real returns. It is weakest

News Cutting Room

Quick Cut 002｜Lisa Cook解任委員会とFRB独立性｜The Lisa Cook Removal Committee and Fed Independence

English three-line summary The White House committee is not a court and cannot itself remove Federal Rese

News Cutting Room

Quick Cut 002｜Lisa Cook解任委員会とFRB独立性｜The Lisa Cook Removal Committee and Fed Independence

What Happened President Trump created a committee to determine whether alleged false statements by Federal Reserve Governor Lisa Cook in 2021 mortgage applications c

Column

Column 001｜記憶をキオクシアする夜

Semiconductors / Naming / Memory / Market Comedy これは、半導体企業の社名について考えていただけなのに、格闘ゲームと乙女ゲームが同時に始まってしまった夜の記録。