AI, che malaware!

AI, che malaware!

(The title is a pun intended to evoke the expression “Ouch! That hurts.”) We’ve already mentioned it in one of our In-Depth Articles: Robert Harris’s novel, *The Fear Index* (which we recommend reading). In that article, we explicitly discussed the threat that AI...
Clouds on the Horizon

Clouds on the Horizon

But do you really think we’d forgotten about it? Private debt, that is. Unfortunately, in such an opaque sector, we can only rely on signals from the press or industry insiders to assess the situation; and these signals came from an August 17 FT article titled...
The Importance of Classical Computers

The Importance of Classical Computers

For years, people have talked about quantum computers as if they were going to replace classical ones. The reality we see today in data centers is quite different: classical and quantum computers are learning to work side by side, not one in place of the other. Two...
Domo arigato gozaimasu!

Domo arigato gozaimasu!

西部の世界の発祥の地はあなたをお待ちしております。 IntroductionAfter more than thirty years of deflation and near-zero interest rates (see Figure 1), Japan is entering a new macroeconomic regime characterized by moderate inflation, monetary normalization, and a shift in economic incentives....
Rare Earths, Rare Earths!

Rare Earths, Rare Earths!

Rare earths and, more broadly, critical minerals have become one of the central issues in 21st-century economic and geopolitical competition, as well as a now widely recognized investment opportunity. Their growing importance stems not so much from their geological...