Research from Tokyo on Japanese industry, semiconductors, AI infrastructure and capital markets.
Tokyo Dispatch
［初出日未確認・表示日は移行日］ 29 October2026 JST · Deep Dispatch · Corporate Japan / M&A / Digital Platforms / Governance A familiar Japanese business is no longer priced only inside a familiar r
Column
［初出日未確認・表示日は移行日］ Katie Zacharia: White House press secretary for five days. Trump announced her appointment on October 9. Her first official day was Monday; her first and only briefi
News Cutting Room
［初出日未確認・表示日は移行日］ Japan’s biggest idiot of a company president showed up in mourning attire.
News Cutting Room
［初出日未確認・表示日は移行日］ Seasons Do Not Service Debt On 16 October 2026, Shikiho Online published a premium column by Daiwa Securities strategist Eiji Kinouchi arguing that CoreWeave's credi
News Cutting Room
［初出日未確認・表示日は移行日］ Blue won. Japan’s invoice did not disappear. “Cheaper American gasoline, then?” “Changing the party color is not a price-cut button, genius.” That is an imaginary ar
Column
［初出日未確認・表示日は移行日］ Mixtape #005 — When the Ballot Box Reached for the Server-Room Breaker Recording window: November 2–8, 2026 (JST) This week, the ballot box entered the data center.