【朝倉慶の速報解説】日銀「0.25%利上げ」はもう遅い/「円安・株高・金利高」は止まらない/日経平均「年内8万円」シナリオは不変/政治はマーケットに勝てない《朝倉慶×野沢春日》
日銀の0.25%利上げはもう遅く、円安・株高・金利高は止まらない
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredNikkei 225 15 →USD/JPY 14 →US stock market 10 →
日銀の0.25%利上げはもう遅く、円安・株高・金利高は止まらない
[10-Year Yield Toward "5%"] Will AI Development "Slowing" & Rate Hikes Burst the Bubble? / Why Apple Stock Is Strong Even With Soaring Memory Prices / Are Rising Rates a Headwind for Gold《Tomohiro Okawa × Kuniaki Ozaki × Hiroko Ohashi》
[10-Year Yield Toward "5%"] Will AI Development "Slowing" & Rate Hikes Burst the Bubble? / Why Apple Stock Is Strong Even With Soaring Memory Prices / Are Rising Rates a Headwind for Gold《Tomohiro Okawa × Kuniaki Ozaki × Hiroko Ohashi》
[10-Year Yield Toward "5%"] Will AI Development "Slowing" & Rate Hikes Burst the Bubble? / Why Apple Stock Is Strong Even With Soaring Memory Prices / Are Rising Rates a Headwind for Gold《Tomohiro Okawa × Kuniaki Ozaki × Hiroko Ohashi》
[10-Year Yield Toward "5%"] Will AI Development "Slowing" & Rate Hikes Burst the Bubble? / Why Apple Stock Is Strong Even With Soaring Memory Prices / Are Rising Rates a Headwind for Gold《Tomohiro Okawa × Kuniaki Ozaki × Hiroko Ohashi》
[Stocks Rise Less Easily in Autumn] The Mechanics of US Investment Trust Taxation
[The New US-China AI Cold War] The "Chinese standard" for AI expands, will the US AI bubble burst?/A controlled economy cuts off China's dream/US-China confrontation is a tailwind for Japanese stocks/Immigration restrictions are a "policy blunder"《Emin Yurumazu × Ichiro Korogi: Part 1》
[Gold rises] A surge after reaching $5,000!? Right now is "the calm before the storm" / Why prices rise even with high interest rates / Look with the insect's eye, the fish's eye, and the bird's eye / The impact of central banks, fiscal policy, and monetary policy 《Itsuo Toshima × Yuichi Ikemizu × Hiroko Ohashi》
[Bank Stocks] A 4% mortgage rate is "still just the prologue"!? A world of 2% policy rates / It's not just rising rates — the reason megabank shares are in top form / What's the winning path for regional banks amid ongoing consolidation? 《Former top bank analyst Hironari Nozaki × Tomohiro Okawa》
[The Weak Yen Won't Stop] If you want to avoid a plunge in your assets, "bonds"
【Space takes the lead role】In the era of a 300,000-yen Nikkei average, will the "Moon" be the battlefield?
【Don't Sell Against National Policy】The 100 trillion yen market that even Emin Yurumazu has hopes for / ispace, Japan's representative in lunar development, holds the key to geopolitics / Nikkei average 300,000 yen, the lead role in the new US-China Cold War era is space 《Takeshi Hakamada × Emin Yurumazu》
【The AI Revolution in the Real Estate Industry】In the 2030s, will real estate prices plunge!? / AI and robots change the future of housing / The fate of 9 million vacant homes 《Tomohiro Makino's Real Estate Insight "Tomohiro Makino × Jiro Yoshida, Part 2"》
【Game stocks rebound】Nintendo's strong results with "operating profit up 2.5x" — when is the buying opportunity?/Why Capcom and Bandai Namco extended their sharp gains/Was the bottom June 25?/The impact of soaring memory prices《Tomohiro Okawa × Yuzu × Shiho Sada》
[$1.6 Trillion in Hidden Debt] The True Nature of the AI Bubble Shown by U.S. Big Tech's 'Off-Balance-Sheet Debt' / The Bond Market's Warning, Smarter Than Stocks / Hyperscalers' Corporate Bonds Are 'Really Junk'!? <<Emin Yurumazu × Nozawa Haruhi ②>>
[The Evolved Form of AI Stocks] Space Stocks Expected to Turn Profitable in 2–3 Years / Will the Same Flow as AI and Semiconductor Names Come to Space Stocks? / Take On "Space Stock Investing" over the Medium to Long Term / Toward a 250 Trillion Yen Market in 10 Years 《Tomohiro Okawa's Hunt for X-Fold Themes!》
[The Evolved Form of AI Stocks] Space Stocks Expected to Turn Profitable in 2–3 Years / Will the Same Flow as AI and Semiconductor Names Come to Space Stocks? / Take On "Space Stock Investing" over the Medium to Long Term / Toward a 250 Trillion Yen Market in 10 Years 《Tomohiro Okawa's Hunt for X-Fold Themes!》
[The Evolved Form of AI Stocks] Space Stocks Expected to Turn Profitable in 2–3 Years / Will the Same Flow as AI and Semiconductor Names Come to Space Stocks? / Take On "Space Stock Investing" over the Medium to Long Term / Toward a 250 Trillion Yen Market in 10 Years 《Tomohiro Okawa's Hunt for X-Fold Themes!》
[Dirt-Cheap Stocks Aiming for 10-Baggers] Can Nippon Steel still grow after the US Steel acquisition? / NTT, KDDI, SoftBank "Value stocks have the edge in the inflation era" / 4 conditions for "plain growth stocks" that earn solidly 《Masayuki Kubota × kenmo》
【Emin Yurmaz × Shintaro Tabata】AI semiconductors swinging wildly — a counterattack? Or a collapse?/Crisis approaches S&P500 believers/If you make money in stocks, take on debt!/Why the wealthy are moving from stocks to real estate/A serious examination of used real estate investment【Shiho Sada × Koichi Sugiyama】
【Emin Yurmaz × Shintaro Tabata】AI semiconductors swinging wildly — a counterattack? Or a collapse?/Crisis approaches S&P500 believers/If you make money in stocks, take on debt!/Why the wealthy are moving from stocks to real estate/A serious examination of used real estate investment【Shiho Sada × Koichi Sugiyama】
【An All-Country 100-millionaire】100 million yen in assets is "not something to aim for"/The Nikkei average is "basically individual stocks"/Should you invest your retirement money? What is the "goal" of building assets/The pitfall of "NISA poverty"《Hideo Shirota, creator of Orukan × Naoko Shinoda》
ビットコインは年末に1400万円(約9万ドル)へ上昇するとの予想
【"Super" growth stocks】Can you no longer buy semiconductors? The absolute conditions for growth stocks revealed by a "legendary fund manager" who ran 200 billion yen/"4 growth themes" coming next and "4 characteristics of growth stocks"《Masayuki Kubota × kenmo》
[Tokyo homes are too cheap] Are Tokyo homes 40% off thanks to exchange rates!? / Why Tokyo has no "real city center" / Japanese real estate compared with the world 《Tomohiro Makino's real estate insight "Tomohiro Makino × Jiro Yoshida, Part 1"》
[Nikkei to 90,000 yen next year!?] The places to flee in a crash are "banks, food, Osaka" / The terror of the "100 trillion yen hedge" where falling stocks and a stronger yen come at once / The AI market will last another 20 years 《Eiji Kinouchi's market commentary ②》
メモリ株に警戒サイン、好業績でもハイテク・半導体株は売られる
[Is the Korean Market a Gambling Den!?] KOSPI plunges... "Borrow money and buy stocks" — the reality of Korean society as financial market morals collapse 《Lee Sang-cheol × Shinichiro Suda, Part 1》
今の逃げ場は電源・空調などインフラ株
ナスダックにブラックマンデー型のチャートが出現し、株安が続く
【How Far Will the Weak Yen Go】Intervention at 165 yen per dollar? The fate of the Takaichi weak yen / Will there be a reversal to yen strength in the 150s? / Entering a "different weak yen" that isn't driven by the Japan-U.S. interest rate gap / Deciphering the limit line of yen weakness 《Hisashi Yoshida》
FRBのQT継続により円安がさらに加速するとの見方
[AI Bubble Collapse] "This time is different" is the sign of a collapse... Are semiconductors in danger next year? / High volatility continues, turning it into a "day-trader's paradise"? / Earnings season, the focus is Oracle / Don't cut losses if you can help it 《Masaaki Kamioka × Tomohiro Okawa × Shiho Sada》
安川電機はフィジカルAIで伸びるポテンシャルがあると評価
ファナックはフィジカルAIで伸びるポテンシャルがあると評価
【Semiconductors Still Strong】"The only one making noise is the stock market"… investors being led around / Kioxia at a "disadvantage"? / "Post-semiconductor" stocks are banks and ⚫︎⚫︎ stocks / The strength of Chinese AI is the real thing / NVIDIA's "hidden intentions" 《Tomohiro Okawa × Satoshi Oyama》
【Semiconductors Still Strong】"The only one making noise is the stock market"… investors being led around / Kioxia at a "disadvantage"? / "Post-semiconductor" stocks are banks and ⚫︎⚫︎ stocks / The strength of Chinese AI is the real thing / NVIDIA's "hidden intentions" 《Tomohiro Okawa × Satoshi Oyama》
フィジカルAIが今後5年の日本株の追い風になり、日本株の未来は明るい
【From 100 Million in Profit to a Huge Crash】"Space stock hundred-millionaire" down to 15 million yen in unrealized losses in one month… / Is Kioxia stock a bargain sale? / The Nikkei average is "speeding," is the momentum market over? 《Max Murai × Shintaro Tabata × Shiho Sada》
日本の半導体産業は歴史的復活を遂げる
キオクシアは大化けする
歴史的な円安が継続するとの見通し(2026年後半の為替見通し)
[It's Not an AI Semiconductor Bubble] Will the S&P 500 be "1.4x" two years from now!? The key to U.S. stock growth is AI / The global market outlook as seen from "earnings, interest rates, and the Middle East situation"《Hideyuki Ishiguro × Eriko Matsuo》
【Omoro Yamashita × Tomohiro Okawa × Mofumofu Real Estate, President Mofu】The real winner of the next AI boom is the CPU — why battered Intel surged
[It's Not an AI Bubble] The AI and semiconductor market is in its "early innings" — what's the outlook for the second half of 2026 / Are U.S. stocks still in a bull market? And what's the next theme to watch / A thorough explanation of the investment appeal of huge IPOs like SpaceX《Heihachiro Okamoto × Hiroko Ohashi》
[2026, a Major Turning Point] Nikkei average in the 70,000-yen range, "yen weakness won't stop from here either" / Is the administration's aim 200 yen to the dollar!? / AI-related stocks reign supreme, geopolitical risk is irrelevant / Will the AI bubble burst?《Emin Yurumazu × Toshihiro Nagahama》
[MLCC Stocks Surge] What Are "MLCCs," the Next Thing Likely Coming in Semiconductor Stocks⁉︎/The Truth Behind Morgan Stanley's "182% Increase"/A Former Engineer Explains Murata Manufacturing and Taiyo Yuden [Omoro Yamashita × Tomohiro Okawa × Mofumofu Fudosan, President Mofu ①]
[MLCC Stocks Surge] What Are "MLCCs," the Next Thing Likely Coming in Semiconductor Stocks⁉︎/The Truth Behind Morgan Stanley's "182% Increase"/A Former Engineer Explains Murata Manufacturing and Taiyo Yuden [Omoro Yamashita × Tomohiro Okawa × Mofumofu Fudosan, President Mofu ①]
[The AI Bubble Continues All the Way to Space] The key to U.S.-China hegemony is physical AI / The true intent of Elon Musk's "space data center concept" / The reason for the SpaceX & Anthropic collaboration / What's the winning path in the ASI era?《Satoshi Nakajima × Entrepreneur's Resume》
[There Will Be No AI Bubble Collapse] Kei Asakura × Mikiya Takasu debate fiercely! A 70,000-yen Nikkei average is "just the prologue" / Can yen weakness no longer be stopped? / How far will stock prices rise in the AI war? /《Special Dialogue, Part 2》
【Rare earth related stocks】Is the "main event" still ahead? 《Tomohiro Okawa》
[Nikkei Average Record High] Breaking 68,000 yen! Where are the buys for the second half of the year? / Risk of a memory-stock shock from NVIDIA Rubin's release / The rise in US defense stocks is a sign war resumes《Eiji Kinouchi × Eriko Matsuo》
[Kei Asakura's Solo Show] Inflation and the stock rally can no longer be stopped! / Only the government is "basking in the weak yen" / The public's assets melting away before your eyes / The worst tax hike is the "inflation tax" / Buy stocks to survive / Reflationists and aggressive fiscal policy are foolish
[The Theory That Google Is the Strongest] Ads, Gemini, Semiconductors, Data Centers — It Can Do Them All
[AI Bubble] Kioxia profits of 8 trillion yen are not a dream
【Kohei Saito vs the new NISA】Bank deposits will crash…With the Nikkei at 60,000 yen, into an era of "new NISA disparity"/The US-China confrontation is a huge chance for Japan/What is dark socialism/Can a "patriotic left" exist?《Mikiya Takasu vs Kohei Saito: Part 2》
[Is 2027 the sweet spot!?] The scenarios for Nintendo and SONY share prices to rise / The timing when the decline ends / Analyzing the "share price patterns" of the anticipated Switch 2 and PS6 launches / AI is the key to gaming innovation 《Nakaido × Yuzu × Shiho Sata》 (Part 2)
[Is 2027 the sweet spot!?] The scenarios for Nintendo and SONY share prices to rise / The timing when the decline ends / Analyzing the "share price patterns" of the anticipated Switch 2 and PS6 launches / AI is the key to gaming innovation 《Nakaido × Yuzu × Shiho Sata》 (Part 2)
[Defense stocks — there's still time] The reasons defense stocks are "still not expensive" / Actually surpassing America? The reason Japan's defense stocks are strong now / AI × defense has changed war / The boundary between civilian and defense technology is disappearing 《Tomohiro Okawa × Keiji Ono × Shiho Sada ①》
【Is the Nikkei average a bubble?】The rise in Japanese stocks is "in line with their true strength"/TOPIX heading for double-digit profit growth/What plunge risks lurk in Japanese stocks?/Watch the Iran ceasefire and the midterm elections《Shingo Ide: Part 2》
[The Fall in Condominium Prices] Are resellers exiting one after another?!
【Takaichi Administration】A "Good Kind of Strong Yen" with Sanaenomics?
[The UAE Withdraws] Crude Oil Can Be Sold as Much as You Like
[The Big Three of Electric Wire] The strongest stocks even if the AI bubble collapses
[The Big Three of Electric Wire] The strongest stocks even if the AI bubble collapses
[The Big Three of Electric Wire] The strongest stocks even if the AI bubble collapses
[BOJ Holds Rates / Mag 7 Earnings] Behind the hold, is a "rate hike" in the final countdown!? / On the eve of Mag 7 earnings, "one company's miss brings a chain collapse" — the market's turning point / Beware a market collapse after Golden Week《Tomohiro Okawa's thorough commentary》
[The AI Revolution and the Stock Market] Why Palantir and Salesforce are strong / The lie of "the death of SaaS" / Will the era of blue-collar billionaires come? / 5 traits for surviving the Claude shock《Kento Kajitani × Shiho Sada》
[The AI Revolution and the Stock Market] Why Palantir and Salesforce are strong / The lie of "the death of SaaS" / Will the era of blue-collar billionaires come? / 5 traits for surviving the Claude shock《Kento Kajitani × Shiho Sada》
[Nikkei Average Record High] Even the Iran conflict won't stop the stock rally / The 68,000-yen Nikkei Average scenario is unchanged / An era of inflation, conflict and innovation / Sell in May won't happen《Eiji Kinouchi's Market Commentary》
[Nikkei Average Record High] Even the Iran conflict won't stop the stock rally / The 68,000-yen Nikkei Average scenario is unchanged / An era of inflation, conflict and innovation / Sell in May won't happen《Eiji Kinouchi's Market Commentary》
【The tragedy of high stock prices】To a Nikkei average of 70,000 yen! Cash will sink — survive malignant inflation with stocks and real assets/High stock prices, a weak yen and high interest rates are the flow of history/Wild swings are unavoidable, make time your ally《Kei Asakura ②》
【Iran oil crisis】"Five times" the scale of the oil shock / What's serious is not crude oil but LNG / The true meaning of Trump's "send them back to the Stone Age" warning / Japan has no naphtha "stockpile" 《Noriaki Oba: energy analyst》
【Iran oil crisis】"Five times" the scale of the oil shock / What's serious is not crude oil but LNG / The true meaning of Trump's "send them back to the Stone Age" warning / Japan has no naphtha "stockpile" 《Noriaki Oba: energy analyst》
【Is Tokyo the only choice for real estate?】Nothing is as attractive as Japanese real estate
[The Result of Accepting Immigrants] In Australia, "300,000 yen rent" is taken for granted!?
【Defensive Investing】Is the US stock rally at a plateau? 2026 calls for "enduring investment" / The "13 NG behaviors" that melt your assets / Bonds look attractive in a wildly swinging market / Decide your portfolio by "age"《Tsukamoto Norihiro × Ohashi Hiroko》
【Gold crash】The floor is $4,000, and with a rise to $6,000 within the year, is "now the perfect buying opportunity"? / The attack on Iran, and why gold doesn't rise in a crisis / What is the market turmoil caused by AI 《Itsuo Toshima × Yuichi Ikemizu × Hiroko Ohashi》
[Private Credit Crisis] An Iran contingency as the trigger, the approaching footsteps of a "financial collapse"
【Japanese stocks are a treasure trove】Rising interest rates have "almost no impact"/PM Takaichi and the BOJ join forces to "block yen weakness"/BOJ rate hikes in 2026 are "three more times"/Into inflation and toward a "K-shaped economy"《Former BOJ Executive Director Kazuo Momma/Part 2》
[A Harbinger of Falling Stock Prices?] The recession signs shown by the US jobs report / The Iran situation is the final trigger / What's the problem with "private credit" / Is the era of excess money over? / Risks invisible in earnings reports / Ryosuke Okazaki × Shiho Sada [Ask Zakioka!]
[Is the AI Bubble Bursting?] The Buffett indicator tops 220%... signs of a market crash / Picking up crashed stocks with capital gains from bonds / The ultra-wealthy's asset defense techniques [Emin Yurumazu × Tomoo Horie × Omoro Yamashita]
[Is the AI Bubble Bursting?] The Buffett indicator tops 220%... signs of a market crash / Picking up crashed stocks with capital gains from bonds / The ultra-wealthy's asset defense techniques [Emin Yurumazu × Tomoo Horie × Omoro Yamashita]
[161 yen to the dollar] The attack on Iran accelerates yen weakness / A scenario of breaking past 161 yen too / Even FX intervention may have limited effect / Even in a short-term resolution, 150 yen may be the dip to buy 《Minoru Uchida × Yuka Tsutsumi》
[Breaking Analysis] High oil prices and the big stock drop — "temporary"? / Which sector is the optimal answer now? / Will the Takaichi administration's fiscal policy swallow up high oil prices!? / Don't touch ●● stocks / Are emerging market stocks promising!? 《Tomohiro Okawa × Koichi Fujishiro》
【The Iran situation and market scenarios】America's aim is to defend dollar dominance to the death / It won't allow crude oil trading to move away from the dollar / If the Strait of Hormuz blockade drags on, oil goes to $115 / How far will Japanese and US interest rates rise / Short-term rates and bank stocks 【Naofumi Tsukaguchi, breaking report from Cyprus】
【The Iran situation and market scenarios】America's aim is to defend dollar dominance to the death / It won't allow crude oil trading to move away from the dollar / If the Strait of Hormuz blockade drags on, oil goes to $115 / How far will Japanese and US interest rates rise / Short-term rates and bank stocks 【Naofumi Tsukaguchi, breaking report from Cyprus】
【The Iran situation and market scenarios】America's aim is to defend dollar dominance to the death / It won't allow crude oil trading to move away from the dollar / If the Strait of Hormuz blockade drags on, oil goes to $115 / How far will Japanese and US interest rates rise / Short-term rates and bank stocks 【Naofumi Tsukaguchi, breaking report from Cyprus】
[Where Currencies Are Headed] US dollar, euro, yen — all losing value?
[Where Currencies Are Headed] US dollar, euro, yen — all losing value?
【Iran Attack】Latin American stocks rise on reform expectations!?
【The rise in Japanese stocks still continues】A strong Takaichi administration and uncompromising diplomacy toward China are a tailwind for Japan/Should you buy more TOPIX?/"Delighted by the weak yen" is not wrong/The era of Bitcoin's rise is over《Emin Yurumazu × Mikiya Takasu, Part 2》
【The rise in Japanese stocks still continues】A strong Takaichi administration and uncompromising diplomacy toward China are a tailwind for Japan/Should you buy more TOPIX?/"Delighted by the weak yen" is not wrong/The era of Bitcoin's rise is over《Emin Yurumazu × Mikiya Takasu, Part 2》
【Dollar flight spreading worldwide】Dollar settlement risk accelerates "diversified investment"
[The Death of SaaS] AI Takes Over Software⁉︎
[Toward a Stronger Yen and Stronger Dollar in 2026] The Nikkei average's ceiling is summer / Trump's true intent is not a weak dollar / Reasons to buy Ukrainian real estate / Learning economic cycles from world history《Naofumi Tsukaguchi's Market Analysis / Part 2》
【70,000 yen by year-end?】How far will the Nikkei average rise?/Defense, AI, content — key points of the "17 strategic fields"/Are game stocks "a buying opportunity right now"?/Stocks will keep rising forever【Takashi Hiroki, Part 2】
[Strongest America] The "World's Top 500 Ultra-Blue-Chip Stocks" That Survived
[A Big Market on a Sweeping LDP Win] Why Sanaenomics surpasses the Koizumi theater and Abenomics / Japan becomes the receptacle for global money / The Takaichi trade enters its second stage / Mitsubishi Heavy, IHI, Kawasaki Heavy / Will the weak yen settle down? [Takashi Hiroki, Part 1]
[A Big Market on a Sweeping LDP Win] Why Sanaenomics surpasses the Koizumi theater and Abenomics / Japan becomes the receptacle for global money / The Takaichi trade enters its second stage / Mitsubishi Heavy, IHI, Kawasaki Heavy / Will the weak yen settle down? [Takashi Hiroki, Part 1]
[A Big Market on a Sweeping LDP Win] Why Sanaenomics surpasses the Koizumi theater and Abenomics / Japan becomes the receptacle for global money / The Takaichi trade enters its second stage / Mitsubishi Heavy, IHI, Kawasaki Heavy / Will the weak yen settle down? [Takashi Hiroki, Part 1]
[$10,000 by 2030] A thorough explanation of how to buy gold! Invest in gold like a herbivore / Silver is a "gamble" / 800 tons of gold a year flowing into ETFs / The difference between the bubble generation and the ice-age generation《Itsuo Toshima × Hiroko Ohashi》
【25 million yen within the year】Bitcoin keeps crashing — can it set a new record high? A thorough explanation of the 2026 market scenario! / The causes of the Bitcoin crash / Passage of the CLARITY Act is a positive factor《Matsuda Yasuo × Ohashi Hiroko》
[The Truth About the Tech Stock Crisis] Is the "death of SaaS" uproar an overreaction? Investors danced around by the market / A Nikkei of 100,000 yen also in sight, the "boosted state" continues / AI-related: what happens to the market as competition intensifies? 《Taizo Sugimura × Tomohiro Okawa》
[The Truth About the Tech Stock Crisis] Is the "death of SaaS" uproar an overreaction? Investors danced around by the market / A Nikkei of 100,000 yen also in sight, the "boosted state" continues / AI-related: what happens to the market as competition intensifies? 《Taizo Sugimura × Tomohiro Okawa》
[Taizo Sugimura × Billionaire Stock Princess ☆ Abane-chan] What happens to the market if the ruling party tops "300 seats"? / Sectors to watch: shipbuilding, semiconductors, physical AI / Long-term vs day trading [Investment strategy after the Lower House election]
【Gold】The gold price to $6,000 in 2026! Silver to $120 / Gold price rises on Takaichi's landslide win!? Why the NY gold market welcomes it / The gold crash is temporary — is the cause abnormal overheating among speculators? 《Itsuo Toshima × Hiroko Ohashi》
【Average yield 4.5%】Which J-REITs are undervalued? / A rush of foreign-capital TOBs? / The Tokyo suburbs will fall from 2030 onward / If you're going to bring in "real estate investment" now? / The wealthy flocking to resorts【Makino Tomohiro × Mabuchi Mariko】
[Tomohiro Makino × Mariko Mabuchi] Where growth in the "17 strategic fields" is headed / Japan's stock rally continues — so what about the real economy? / Purchase restrictions on foreigners, rent subsidies... the housing policies to watch / The era of making money by buying tower condos is over [The Lower House Election and the Market]
【For Japanese stocks, wait for the election】The Takaichi trade × the AI stock rally take the Nikkei average to 68,000 yen/A 10% stock price drop during the lower house election?/Currency intervention brings an end to the bad yen weakness《Eiji Kinouchi's market commentary》
[The AI Bubble Is an Illusion] The ceiling for NVIDIA's stock is far off! What happens to semiconductor names amid AI concentration / Will a recession arrive in 2027? Will the semiconductor silicon cycle continue / What comes next is "physical AI"《Satoshi Oyama × Koichi Fujishiro》
【For Japanese stocks, wait for the election】The Takaichi trade × the AI stock rally take the Nikkei average to 68,000 yen/A 10% stock price drop during the lower house election?/Currency intervention brings an end to the bad yen weakness《Eiji Kinouchi's market commentary》
[Kei Asakura × Shiho Sada] Toward a "Nikkei Average in the 70,000s" on inflation × weak yen / Entering an era where only stocks can protect your assets!? / The limits of BOJ rate hikes《Rakumachi Official Clip》
[Gold to $5,000] What is the impact of the attack on Venezuela? / The time to buy is "near" — a temporary drop from rebalancing? / What is the new Cold War structure behind gold's surge? 《Yuichi Ikemizu × Hiroko Ohashi》
[Kei Asakura's 2026 Outlook] Entering the "Nikkei Average 70,000s" — inflation × weak yen won't stop... The economist who called the "50,000s" in 2025 explains it all, from AI-related stocks to geopolitical risk!
[2026 Big Forecast] When is the "time to buy" a condo? Which areas to target / Now is exactly the time to take out a mortgage / New-build supply will not increase anymore 《Yujin Oki × Osamu Nagashima × Takahiro Nishioka ②》
[A Grand Outlook for 2026 FX] Even with a BOJ rate hike, yen weakness accelerates; will "yen weakness under a weak dollar" become the norm in 2026? / The background to the euro's surge, 190 yen is not far off either / The real reason the yen is weak《Daisuke Karakama's FX Commentary》
[USD/JPY] The 160-yen-to-the-dollar mark?!
[Gold & Bitcoin in 2026] Gold "to $5,000," BTC "rises again" — a big forecast for the 2026 market! / Inflation × weak yen × aggressive fiscal policy are upward pressure / Will BTC grow on the rebound 《Yuichi Ikemizu × Yasuo Matsuda × Hiroko Ohashi》
[How Far Will the S&P 500 Rise?] S&P 500 Near Its Highs × Fed Rate Cuts = A Sign of Rising Stock Prices?/The Magnificent Seven Won't End Here/There Are Chances in AI-Related Stocks Next Year Too/Emerging Market Stocks Are Actually Hot 《Heihachiro Okamoto》
[How Far Will the S&P 500 Rise?] S&P 500 Near Its Highs × Fed Rate Cuts = A Sign of Rising Stock Prices?/The Magnificent Seven Won't End Here/There Are Chances in AI-Related Stocks Next Year Too/Emerging Market Stocks Are Actually Hot 《Heihachiro Okamoto》
[Do AI Companies Not Make Money?] OpenAI's loss-making structure and Google's overwhelming advantage / AI companies' "earnings hell" / A thorough explanation covering GPU shortages, regulation, and the bubble-collapse scenario [The AI Hegemony Battle ②]
【Emin's forecast】Nikkei average at 300,000 yen in 2050 — "I think it will get there"
【Satoshi Nakajima × Emin Yurumazu】Is the AI bubble already at a critical point? Data center over-investment/The truth about GPU demand/The "first tailwind for Japan in 30 years" born from the US-China cold war — a complete dissection of the global AI market
【Will the index myth collapse?】The overheating trap lurking in the S&P500 and All-Country / Why you should be wary of "excess money + AI expectations" / The crash scenario that starts with an FOMC rate cut / Which "Takaichi stocks" are drawing attention? 《Shin Takizawa × Shiho Sada ①》
【Japanese stocks VS US stocks】In the end, is the S&P 500 the strongest? Japan to see inflation rise 5% every year!? Into a turbulent era/Inflation is a chance to recover the "lost 30 years"/The reason it's "gold's moment now"《Emin Yurumazu × Mikiya Takasu/Part 2》
【Japanese stocks VS US stocks】In the end, is the S&P 500 the strongest? Japan to see inflation rise 5% every year!? Into a turbulent era/Inflation is a chance to recover the "lost 30 years"/The reason it's "gold's moment now"《Emin Yurumazu × Mikiya Takasu/Part 2》
【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】
【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】
【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】
【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】
【Nintendo's Two Cycles】An investor who turned 3 million yen of seed money into 100 million yen reveals his "recommended game stocks"! / Sony is still undervalued【Sata Shiho × Yuzu】《Rakumachi Official Clip》
【Game stocks over the Nikkei average】"Sony" is still undervalued/For "Koei Tecmo," watch the major titles/Analyzing 45 stocks every day/I play every game released by listed companies《Yuzu × Shiho Sada ②》
[Mariko Mabuchi] 2026 heads for an era of a 60,000-yen Nikkei average — grab the winning Japanese stocks with the Takaichi administration's "Venus stocks" & "high-dividend stocks"!
[Mariko Mabuchi] 2026 heads for an era of a 60,000-yen Nikkei average — grab the winning Japanese stocks with the Takaichi administration's "Venus stocks" & "high-dividend stocks"!
【Trump × Takaichi】The Japan-US summit, and the scenario the Japanese government fears / Points to watch in the autumn diplomatic season / Where the US-China trade friction is headed / Signs of a decline in US stocks / Is a full position dangerous? 【Joseph Kraft ②】
[Platinum Return 75%] Overwhelmingly better performance than gold
[URGENT ANALYSIS] Takaichi becomes Prime Minister! Nikkei average close to 50,000 yen / What happens to Japan's economy under an "LDP–Ishin coalition" / Are foreign investors running ahead on expectations? / Risk of a 10–20% drop in share prices / The thinking behind "cutting the number of Diet seats" [Joseph Kraft ①]
[It's absurd!] It's cheap, so why aren't you buying stocks?
[Targeting the Euro and Gold] Are the yen and the dollar too weak...?
[Bitcoin's Peak] If you spot it in a TV commercial, is that the signal of a top?
【There's no reason for it to fall】The risk of not holding gold/$9,000 in five years!?/Central banks selling dollars and buying gold/If you were to invest in gold now? 《Yuichi Ikemizu × Hiroko Ohashi ①》
【There's no reason for it to fall】The risk of not holding gold/$9,000 in five years!?/Central banks selling dollars and buying gold/If you were to invest in gold now? 《Yuichi Ikemizu × Hiroko Ohashi ①》
【New Party President Takaichi Is Born】Nikkei Average "Explodes Upward" / Will a Coalition with the Democratic Party for the People Accelerate the Stock Rally? / Is a "Japanese Truss Shock" Possible from Aggressive Fiscal Policy / The Decisive Difference from Abenomics / Behind on BOJ Rate Hikes? 【Taizo Sugimura × Kei Asakura × Shinichiro Suda】
【Koizumi vs Takaichi】Are higher stock prices a certainty either way?
【Possibly 35 million yen within the year】"3.5 times the halving" within 2025!?/Is Bitcoin in the final phase of its correction/The cause of the rise is "the Trump administration's deregulation"《Yasuo Matsuda × Hiroko Ohashi ①》