The link above contains our 30 point argument as to why Tesla is not a paradigm shift nor a revolutionary. A short term disruptor but Musk has woken the auto giants.
We look at the geopolitical mess in the Korean Peninsula and how we think China has no choice but to protect its border from falling into the hands of the US
We look at the ridiculous sell-side assumptions made over the Mitsubishi Motors scandal which have absolutely no chance of coming to fruition.
We investigate the mass exodus from Japan’s regions and look at how a Polish style tax reform could help reinvigorate the economy and nation’s finances
Please find our extensive report on elderly crime in Japan and solutions to the problems facing the Ministry of Justice (MoJ) – link above.
We investigate the break-up of the nuclear family unit in Japan and the social repercussions of domestic violence. child abuse and single family households.
We investigate the problems besetting the police force and how changing crime is ruining efficiency and how the Yakuza is getting away with more crime.
We look at the dark history of terrorism in Japan and the shortfalls that may face officials preparing for the 2020 Tokyo Olympiad.
We look at how higher ownership by company management leads to superior shareholder returns. The figures are quite telling in Japan. Results in the link above.
We look at the poor history of Japanese M&A strategy especially that of merging weak businesses domestically but as we know tow drowning men don’t make a swimmer.
We look at the irrelevance of the sell-side’s infatuation with large cap stocks and why group think is adding less value to buy-side investors.
We look at the ages of independent directors in Japan since the introduction of the Corporate Governance Code.
We investigate the age of corporate boards in Japan and find some interesting performance divergence between the young and old, especially with scandals.
We look at the lack of experience on corporate boards in Japan and how recruitment agencies are exploiting people after retirement for well under minimum wages.
We often hear companies ask about the importance of hiring people from outside the industry to challenge them yet they tend to go the safe conventional path 99% of the time
We investigate the frightening state of underfunded public pension liabilities in the USA and how this compares with state GDP and state revenue.
We look at the dire strait of central banks and the rapid decline in global money velocity despite record printing of fiat currencies.
We forecast the reasons why we think Donald Trump is likely to win the election on November 8, 2016 by our contrarian approach to social media.
We look at the danger of ETF behaviour on the downside and the extra volatility which accompanies and the delta-bleed that follows.
We investigate the behaviour of illicit drug markets and their predictive power of economic strength.