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πŸ‡―πŸ‡΅Japan8 theses
Every public thesis about Japan β€” a topic-world you can browse.
πŸ‡ͺπŸ‡ΊEurope
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The Shogun Β· 16d ago
if one could bankrupt europe or take all the money of europe in a single trade, if one had like 10 or 100 billion leveraged 100x what trade would that be, and take it to japan, betting on downfall of europe
EUR/JPY SEUFN SDB SEPV L
βˆ’3.1%
πŸ‡¨πŸ‡³China
High Conviction
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The Shogun Β· 17d ago
China grows, capital flows towards South Korea china and Japan, Europe decays, and bleeds out, crumbling in debt, social instability, capital fleeing.
EUR/JPY SEUFN SYINN LKORU L
βˆ’1.2%
πŸ‡―πŸ‡΅Japan
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The Shogun Β· 17d ago
The clip is an anime lyric-video montage rather than an explicit forecast; read as a thesis it points to the continued global commercial and cultural ascent of anime and Japanese pop-culture content.
SONY L4816.T LNFLX L7832.T L
+9.7%
πŸ‡―πŸ‡΅Japan
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The Shogun Β· 18d ago
Global anime and manga culture β€” the bishonen character art, the mono-no-aware cherry-blossom aesthetic β€” keeps compounding as Japan's content IP conquers worldwide streaming, merchandise and fandom.
4816.T L9468.T L7832.T LSONY L
+9.4%
πŸ‡―πŸ‡΅Japan
High Conviction
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The Shogun Β· 18d ago
I believe Japan, especially Tokyo but other regions will benefit as well, will experience an influx of western capital, private in particular, and high skilled talent, and wealthy individuals from legacy countries. Europe declines and continues to bleed and borrow, and will not be able to pay, as more businesses and wealth and high net worth individuals leave the country, and less and less value is being produced in the continent.
EUR/JPY S8801.T LNMR LGBP/JPY S
+0.6%
πŸ‡―πŸ‡΅Japan
High Conviction
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The Shogun Β· 18d ago
I believe Japan, particularly Tokyo, but other regions will benefit as well, will attract a lot of private capital as well as have an influx of high skilled talent from developed countries, and Europe will decay, and start bleeding, and crumble into debt, as there's fewer individuals and businesses to keep feeding the socialist machine with their taxes.
EUR/JPY S8802.T L8801.T L8697.T L
+1.8%
πŸ‡ΊπŸ‡ΈUS
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The Shogun Β· 25d ago
Tesla successfully scales unsupervised robotaxis (Cybercab) and Optimus humanoid production while legacy automakers collapse and EU FSD approval arrives, resetting the entire transportation and labor stack.
TSLA LTSLA LVOW3.DE S6324.T L
πŸ‡―πŸ‡΅Japan
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The Shogun Β· 26d ago
Japan's inbound tourism boom β€” epitomised by weak-yen-fuelled luxury spending during cherry-blossom season in prime Tokyo districts β€” will keep surging, driving high-end retail, duty-free, hospitality and travel infrastructure.
3099.T L9706.T L9009.T L4911.T L