Japan’s Golden Future Has Arrived Again 日本の黄金の未来が再び訪れる
2025/12/31 The coming decade may well become a golden era for the resurgence of Japan’s economy and global influence. Interesting Chart: China 10Y vs Japan 10Y Yield. Notice that now China is in Deflation and Japan is in Inflation. China going down and Japan going up. This maybe the most important historical figure. Looking back …
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Reflections on AI Investment AI投資に関する考察
Liquidity Mismatch; Capital Discipline According to reports from the Wall Street Journal, some troubling trends have recently emerged in the Private Credit market. Investors have begun to accelerate redemptions, forcing alternative investment firms like Blue Owl Capital to start liquidating assets. The underlying assets held by these funds are often non-standard (illiquid) with durations typically …
UNIQLO Collaboration Strategy (UT Series) as a Performance Driver ユニクロのコラボ戦略（UTシリーズ）による業績拡大の分析
Fast Retailing Announces FY26Q1 Financial Results Fast Retailing reported a strong performance for the first quarter of fiscal year 2026 (FY26Q1). Total revenue reached 1.03 trillion yen, representing a year-on-year (YoY) increase of 14.8%. Attributable net profit rose by 11.7% to 147.4 billion yen. The gross margin improved by 0.7 percentage points to 55.2%, while …
CYJ株式会社 