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Japan’s Carmakers Should Compete Less to Win More

2026-08-04 04:00:04

If legacy carmakers want to compete with China, they need to rethink the economics of making vehicles. A proposal by a major trade group in Japan to standardize auto parts across the industry is a compelling place to start.

South Korea Is Becoming Uninvestable, Too

2026-08-04 03:00:03

South Korea is home to the world’s hottest and most volatile stock market this year. The Kospi’s near 40% tumble in just 27 trading days is comparable to China’s market crash in 2015. But with an easing of the global AI stock rout, it’s natural to ask if the benchmark index is destined for a rebound.

Trump IRS Immunity Deal Remains Despite Blanche Senate Deal

2026-08-04 02:45:28

Acting Attorney General Todd Blanche’s assurance to senators about the $1.8 billion “Anti-Weaponization Fund” and President Trump’s immunity with the Internal Revenue Service is nothing more than a hollow gesture.

Hedgehog Hedge Fund

2026-08-04 02:13:18

Situational Awareness hedging and margin, agentic retail investing, Bitcoin cold wallets and Anthropic hacks. 

How Safe Is the Yen Under the US Umbrella?

2026-08-04 02:00:03

As the US relationship with some traditional allies fractured during the second Trump administration, ties with Tokyo have only improved. Now, after they launched a coordinated intervention to strengthen the yen, the alliance seems to explicitly include backing for the Japanese currency.

Cornyn’s Blanche Deal Highlights the Problem With the Senate

2026-08-03 21:30:02

It’s a crisis for American governance when even the most seasoned and respected politicians feel free to vote their conscience only when they are on their way out. But that’s what’s happening with Senator John Cornyn’s late stand against President Donald Trump.