Japan Academic Education (JAE)

日本語の読者へ For Japanese reader ☆こころや身体の尊厳へ向かって #心理 #健康 #哲学 (#SGI #思想）#キャリア　#人権　#芸術 #大学 #英語学習 など 　●数少ない２か国語のツイッター　 　 世界の同志との連携 #国際交流 Bilingual precious writing for international exchange

@jurgen_nauditt As a Japanese person as well, I see this as the ultimate disgrace. Countless people are being killed.

Trump, the most embarrassing president of all time.

@AlAlphaResearch @EricLDaugh To Iran’s Supreme Leader: Countless civilians are being killed. Do you really believe such self-serving rhetoric can be justified? It is the ultimate disgrace.

As a Japanese citizen, I want to add context here. PM Takaichi’s words to Trump reflect a calculated diplomatic strategy, not personal admiration. Japan is in a difficult position. The Iran war is disrupting the Strait of Hormuz. Japan imports roughly 90% of its oil, and a significant portion transits through that route. Energy security is an existential concern, not a talking point. Takaichi came to Washington with a specific agenda: finalize $ 550B in US investment commitments, secure AI and semiconductor cooperation across 7 technology fields, and avoid being dragged into a Middle East conflict that Japan has no legal or political framework to join. Telling Trump he is “the only one who can achieve peace” costs nothing diplomatically. Getting the investment agreements signed and keeping Japan out of direct military involvement is the actual objective. Japan has a long tradition of this kind of strategic flattery with US presidents. Abe perfected it with Trump 1.0. The real story from today’s summit isn’t the quote. It’s the $ 550B investment framework, the AI infrastructure cooperation agreement, and what it means for the US-Japan allied supply chain versus China. That’s what I’m watching.

🚨 WOW! Japanese PM Sanae Takaichi just STUNNED the world, declaring only President Trump can achieve peace as he decimates the Iranian regime "I firmly believe that it is only you, Donald, who can achieve peace across the world!" "And to do so, I am ready to reach out to many of the partners in the international community to achieve our objective together!" "So today, I came here at the White House to directly convey this message to you." 🔥

@CryptoapX @JapanMacroBrief @leadlagreport No panic here—the public still loves the weak yen and low rates. A record-popular japanese PM, who nominated Trump for Nobel Peace, has the masses addicted to stimulus-driven stock gains. Total madness.

@JapanMacroBrief @leadlagreport Yep, it's a catch 22....

Japan will panic. This was ALWAYS THE SCENARIO I ARGUED SINCE AUGUST 2023.

@B_itsniper @Capitalnvest ですね。まぁ、石油その他の状況でこうした評価は当然すぎるなぁ。 多くの経済学者が、はるか前からこうした予想してたし、賢明な投資家も同様だった（投資家はそれでも、株価が上がり続けたモーメンタムを捉えてインしてきたが、一気に引き上げてくるのかな）。 まぁ、まだ米市場次第、今後も。

@Capitalnvest 金利が中立水準に達したという発言は重要。つまり、ここからは景気を刺激するフェーズではなく、「抑え込みを維持するフェーズ」。この状態が長引くほど、株式もクリプトも流動性ドリブンの上昇は起きにくくなる。

@LiseSantolini Japan’s prime minister had nominated President Trump for the Nobel Peace Prize. In the recent election, this prime minister won a historic victory, while the humanitarian, peace-oriented, centrist party suffered a crushing defeat.

Japan and the strange peace There is something strange about what is happening with Japan. For decades, the country presented itself as a pacifist nation. A constitution written after World War II to make sure history would never repeat itself. Japan was supposed to be a country of peace. And now we hear that it is preparing to join a massive American missile defense system: the so-called Golden Dome. A very nice name. Almost poetic. But behind that golden dome, the reality is always the same: missiles, radars, bases, and billions spent preparing for war. And that is where the paradox becomes obvious. Japan — the country with the pacifist constitution — is slowly becoming another piece of the American military architecture. Meanwhile, thousands of Japanese citizens are protesting in the streets. They are simply reminding their government of what the country once promised: never again to be dragged into the military strategies of great powers. But as often happens, people protest… and governments decide. So the Pacific becomes another front of tension. And Japan, once a symbol of constitutional pacifism, risks becoming a forward base in a strategic game that goes far beyond it. It is always the same story. The words speak about defense. But weapons always speak the language of war.

@marcosagusstinn @KobeissiLetter However, China and India have quickly maintained friendly ties with Iran. Japan and South Korea are more vulnerable, given their strong alignment with the United States and their extreme dependence on imports.

Russia has every incentive to keep Iran strong. A prolonged disruption in the Strait of Hormuz pushes oil prices higher, already earning Russia around $150M per day in additional oil revenue as global supply tightens. The real loser is China, it buys 80–90% of Iran’s oil exports, making it the most exposed economy to any disruption in Iranian supply.

BREAKING: Russia sends 13 tons medical aid to Iran, making it the first country to send aid to Iran since the war began. The shipment was sent on orders from President Vladimir Putin.

@FUTKC4yJbU2mHIZ @CryptoNobler Thank you for your understanding of Japan. But both Japanese and U.S. stock markets look too expensive, and their fiscal positions are similarly critical. While I deeply appreciate Japan’s outstanding history and culture, I basically keep my investments in Japan "limited".

The Japanese economy has survived two oil shocks in the 1970s, the collapse of the Japanese economic bubble in the 1990s, the Lehman Shock in 2008, and the COVID-19 recession that has continued since 2020, and has continued to this day. The resilience of the grassroots economy cultivated over the past 30-plus years of low growth is no joke. The Japanese economy is strong at the bottom.

🚨 JAPAN WILL CRASH THE STOCK MARKET IN 24 HOURS!! Japan just denied the Oil release from its strategic reserves. If oil stays above $90, the yen will collapse and trigger a massive market crash. But most people have no idea what this means for other markets. Stocks. Bonds. Metals. Crypto. Everyone will feel the impact. And the real crisis is already here. Oil markets are under extreme pressure. Brent crude briefly surged toward $120 per barrel, one of the largest price spikes in decades. The reason is a single chokepoint that controls the global energy system: The Strait of Hormuz. Nearly 20% of the world’s oil supply flows through that narrow passage. And no major economy is more exposed than Japan. More than 90% of Japan’s crude oil imports pass through Hormuz. That means every disruption hits Japan immediately. Japan cannot absorb this. Every dollar higher in crude acts as a direct tax on the entire Japanese economy. Energy costs surge. Import bills explode. The trade deficit widens. And the yen weakens. Which triggers a dangerous feedback loop: A weaker yen makes oil even more expensive in yen terms, which expands the trade deficit even further, which weakens the yen again. It becomes a full economic doom loop. This is exactly why Japan maintains one of the largest emergency energy stockpiles in the world. Japan holds the third-largest petroleum reserves globally, behind only the United States and China. Those reserves cover roughly 254 days of domestic consumption. Releasing those barrels is the fastest way to stabilize supply and slow the surge in oil prices. But here is the real signal: Strategic oil reserves are only used during global crises. The last major releases happened during events like: → The 1990 Gulf War → The 2011 Fukushima disaster So the fact governments are discussing it now tells you everything about the scale of the shock building in the energy system. And if oil remains elevated while Hormuz stays disrupted, Japan is forced into a brutal decision. The Bank of Japan must choose between two outcomes: → Defend the yen by tightening policy, risking a shock to Japan’s massive bond market and the global carry trade. or → Let the yen collapse, which sends import costs and inflation ripping through the entire economy. There is no painless option. And the impact doesn’t stop in Japan. An oil shock of this scale hits every major market simultaneously. Higher energy prices squeeze corporate margins and consumer spending, pressuring global stock markets. Rising inflation expectations force yields higher, shaking government bond markets worldwide. And when liquidity tightens and risk appetite disappears, high-volatility assets like crypto are the first to see violent moves. Energy shocks don’t stay contained. They cascade through equities, bonds, currencies, and digital assets all at once. Japan sits at the center of the global energy import system. And when the world’s most energy-dependent major economy prepares to open its emergency oil reserves… It means the global energy crisis has already begun. This is how a domestic policy decision turns into a global market shock. I warned you before Japan crashed the market in 2025. And I’ll warn you again before the next sell-off begins. Follow and turn on notifications before it’s too late.

@2okutameo 恐らく重要なのは、投資する資金がないことも一因。 調査でも、貯金がほぼ無い人が多数。私も100万円ぐらいしかなければ、投資をしないだろうなぁ。 結局、元手がある人が、ますます豊かになる可能性が高い。

投資をやらない人が投資をやらない理由は、損するのが嫌だとかリスクを取りたくないとかではなく、ただただ興味がない、関心がないだけなんだと思う。 なのでそうした人たちに投資を勧めるのは非常に難しい

@rika_investor 仰る通り、③④は、無視されがちですね。 つまり、結局はもとの現金が必要と。 あとは⑤の時間が決定的に重要。

バークシャーの成功はしばしばバフェット氏の上場株に対する銘柄選定能力だけで説明されるが実際は異なる。同社の成果を分解すれば、①上場株の銘柄選定、②売買タイミング、③M&A、④保険フロートに大別した場合、最大の寄与は④、資本構造を武器に複利成長を実現した資本配分会社。投資より保険会社

@chokin_hanashi これは、ごく基本的なことなのに、無視されてるの、恐るべきことだなぁ。 確かに歴史上、ｓ&ｐ、オルカン、ナスダック、日経インデックスはホールドしてれば報われるけど、それが1年後か10年後かでは、違いすぎるなｗ あと、PERは歴史的な高値で…。

2000年のITバブル天井圏でS&P500を買った投資家が買値を明確にブレイクできたのは13年後の2013年でした(為替や配当は考慮せず)。今年が「向こう10年の低迷時代の始まり」ではない保証はありません。FIRE組はシーケンスリスクも高まっています。僕は引き続き強気派だけど怖い気持ちは常にある。

@tommy_love123 ホント、部分最適が全体最適でない手本みたいw ある意味で、中長期のバリュー投資って、平易になってきてる感。先日の4月の暴落の時も（結構リターンあがりw)。 VIXも徐々に上がり、面白くなってきたのかな。やはり、最適なオールウェザーだな、予測しない確率的な予測。

コメントありがとうございます。 もっとも僕が伝えたかったことです。

@BO_HEIRITUDO よかった・・・。 これは、Xの良識あるコメントに感謝です。 泉先生は、最前線（代表も含む）、日本の民主主義の定着に尽くしてほしいです。

石井さん及び、公明出身の皆さんに感謝。 旧立憲の「上」に対してはノーコメント。 泉さんのやり方が素通りできない世界を歯痒く思っていた。 権力持ってないと好きなようにできないから、やはり泉さんは不本意でも立候補すべきだったのかもと悩んでいた。 news.tv-asahi.co.jp/news_politics/…

@MisterHR_japan たのむ、泉副議長はやめてくれ。日本のために。

中道改革連合 副議長に石井啓一氏起用で調整 泉健太氏起用から一転

@izmkenta さすが、泉先生です。 どうか、副議長にはならないでほしいです…涙。 最前線でリードしてほしい・・・。

なぜ俺に回ってくるのか。 上はどう考えているのか。

@uxrFhg6diF51660 ホントですか、理解できない。 現場で頑張るってはずでは…w

ふざけんな

@minsyu1110 うーんでも、①先日の選挙の敗因「住民移動の時間なかったw」、②「中道の名前変更ありえる」は…。 本当に創価学会・公明のごく基本的なこと、お分かりなのかと。 もちろん、階先生は立派な方で手腕あると信じます。ともかく、団結第一だね。 komei.or.jp/km/chibacity-s…

@JapanAcademic 小川代表は実力でちょっと不安なので幹事長がベテランなのはかなり心強いと思ってます。

うーん…まあ仕方ないのか？選対は比較的ネットに強い泉健太でも良い気はするけど。

@nanashisan_com 恐らく、公明側が、代表と幹事長を譲っている高度な瀬略。 しかし、あまりに、バランスを欠いているので、今後、ハレーションが起きるか、少し心配。 でも、立憲系議員が壊滅的で、緊急の措置かと。

これ公明系がブチ切れて出てってもおかしくない人事と思うけど大丈夫なのか？少数派の代表幹事長国対委員長は流石に取りすぎだろ。あとは政調会長と代表代行くらいしか残ってないじゃん

@izumiohtake それで、一千万・比例票、やはり凄いですよね。 大阪での維新との闘いも、こんな感じなのかな…w

これ、、、🥲 もはや、何と戦っているのか、わからないですね💦

@seigi55 ですね。 x.com/JapanAcademic/…

そういう人達の集まりには近寄らない方が良い 『謗法と同座す可からず与同罪を恐る可き事』 だよ