Opinion · US × AI
Is the AI market a bubble? Why “this time is different” is only half true
A data-driven comparison with the dot-com bubble, the Nifty Fifty and Japan in 1989 — separating real earnings from valuation and concentration risk.
US Equities × AI-Assisted Research
I asked Fable 5 to pick stocks for a wobbly market. Then I checked the logic.
A buy-side style prompt, scenario probabilities and a human review of five US stock ideas.
Berkshire × Japan
What Berkshire bought in Japan — and why it worked
The five trading houses, the economic logic behind the trade and what changed after Berkshire crossed the 10% threshold.
Semiconductors & AI
Japan’s AI boom: the equipment giants behind every fab
A map of the Japanese equipment, materials and memory companies embedded in the global AI supply chain.
Defense Policy
Japan’s defense buildup: the biggest shift since WWII
A plain-English look at the budget shift, industrial beneficiaries and the risks behind the headline numbers.
Rare Earths
Minamitorishima: rare earths under Japan’s seabed
Why the more credible listed-company angle is deep-sea engineering, survey work and processing technology—not generic materials exposure.