Japan's 30‑Year Yield Hits 1999 High, Yen Weakens
*JAPAN 30-YR YIELD RISES TO 3.885%, HIGHEST SINCE 1999 DEBUT seriously how is the yen so weak?
Bessent Predicts Inflation as a Brief, Transient Blip
*BESSENT: EXPECTS INFLATION TO BE A SHORT-TERM, TRANSIENT BLIP already training the new guy to re-adopt the word "transient". Good luck to Warsh
Japan's TMS-007 Shows Promise for Stroke Treatment
@ej23ny @BiotechXGuru @biotech_cash @Ceazar_Black Anyone here look at Japan Biotech? I'm far from an expert, but I think 4891.T (TMS) is worth looking into. Its a nano cap with dilutive equity warrants (and a smallish cash runway) but their main...
Watch JPY Around Golden Week: 160‑163 Potential
I have consistently C-D tier macro views and, as such, rarely focus on macro trading. That being said, historically JPY intervention is carried out around holidays/illiquid time periods (likely for the most impact) so 160-163 handle + Golden Week holiday...
Japan’s Pre‑deal Hype Misleads; Fundamentals
I'm always interested in these pre event M&A trades in Japan where some legit media outlet publishes about M&A... and then months pass with silence and the speculators are forced to unwind... in Japan sometimes the passage of time does...
SK's Memory Supply Vulnerable: 97% Israeli Bromine
Any Korean semis analysts out there pricing in a Korea/Israel diplomatic crisis. @zephyr_z9 @jukan05? SK relies heavily on Israeli bromine for memory I think 97% comes from them. https://t.co/Q4NeUSDrp8
Denso's ¥1.3T Rohm Offer Seen as Undervalued
*DENSO MADE BUYOUT OFFER TO ROHM, DEAL SEEN ABOUT ¥1.3T: NIKKEI Did not fact check attached, but assuming AI overlord is correct on the valuation of Toshiba stake + Prefs, this 1.3T takeover price looks way too low. I'm all for...
KR Regulators Deploy $10T Stabilization Fund Amid 25% Rally
KR REGULATORS READY W10TN STOCK MKT STABILIZATION FUND DEPLOYMENT I mean they do still know the market is still up 25% this year right?
Half‑Owned OM2 Trades at 0.1× EV/EB
S foods owns 48% of this 7614.T OM2, what the heck is this thing still doing listed. 0.1x EV/EBTIDA. the decimal is not a mistake. https://t.co/vQ1k9VL2Yk
Markets Misread Dovish BoJ as Bullish Amid Rate‑Driven Rally
so Japanese markets suffered deflation for decades at the hands of a dovish BoJ... and the markets have had a historic rally on the back of rising rates and yet somehow the market thinks dovish BoJ nominations is bullish... got it
Takaichi Warns of Japan’s Domestic Investment Shortfall
*TAKAICHI:THERE IS A DEARTH OF DOMESTIC INVESTMENT IN JAPAN Takaichi dropping truth bombs. Starts of with the biggest