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Japan

  • Trade, EU, Tesla, Global Growth, Politics, Capitalism, Equities, Inflation, Recession, Japan, USA, Supply Chains,
    July 23, 2025

    Dashed if I know… Maybe Ozzy did?

    Ozzy Osbourne was an unlikely Prince of Darkness… but who’s US President? The “Trade Agreement” with Japan is a massive pre-emptive strike opportunity for Japanese Automakers. Will it benefit US Manufacturing? No way! And don’t forget your “Bullsh*t Bingo Card” for tonight’s Tesla numbers.

    read more
  • Markets, Political risk, Stocks, Financial Assets, Capitalism, Economy, Bonds,
    August 6, 2024

    Shaken not stirred markets dust themselves off… for how long?

    Markets are shrugging off yesterday’s wobbles, but is it really over? The next few months are likely to remain volatile, fraxious and stressful – and we still don’t know what No-See-Ums are lurking in the background – but we can guess...

    read more
  • Central Banks, Political risk, Currency, Government, Japan,
    February 15, 2024

    Japan? Finally out the Lost Decades, or just a product of the weak Yen?

    After the Japan bubble burst in 1989, the economy and stocks suffered three lost decades. Now the Nikkei has (almost) rehit its 34 year high. Is Japan back on track or is it just the weaker yen?

    read more
  • Covid, UK, Apple, Tech, Pre 2021 Porridge,
    September 15, 2021

    Stock Momentum, Covid and Big Tech

    Stock markets feel like they are running out of momentum – but that should not lead to fears of a no-see-um crash, rather a more fundamental assessment of the reasons why? In the UK, Plan B – National Economic Suicide by winter Lockdowns – looks on the cards. And, despite all the wonders of Big Tech and promises about how much better it makes our lives – most of it is pretty pants.

    read more
  • ECB, Europe, Japan, Pre 2021 Porridge,
    July 23, 2021

    To predict Europe’s future read some Japanese history..

    The ECB has tweaked the words and now has low interest rates forever, and a new mandate to “tolerate” higher inflation. What will it achieve? To answer look at the failed 30 year experiment in Japan and the multiple parallels. The outlook for Europe as a global economic and innovative powerhouse looks shaky.

    read more

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  • Geopolitics
  • Gold
  • Government
  • Industry
  • Investments
  • Nations
  • Property
  • Regulation
  • Tech
  • Pre 2021 Porridge

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This publication is protected by US, UK and International Copyright laws. All rights reserved. No License is granted except for the subscriber’s personal use. Rights will be pursued.

The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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