Monthly Archives: December 2013

Good-bye, Tritiated Water in Fukushima!

As I always anticipated in previous posts, we just reach the final stage of the first chapter of the Japan Bubble. It is clearly indicated, while the TOPIX, which almost all the Japanese institutional investors regard as the most important benchmark measuring the Japanese stock market, slowly begins to rise since December 26. 2014 is the year of the Japan Bubble. Nobody can deny this fact any more.

Topix_Nikkei_20131227

When I discuss so, you may still wonder “How about Fukushima?” Just after the Great Earthquake in East Japan on March 11, 2011, the first nuclear reactor in Fukushima of the TEPCO (“Fukushima Dai’ichi”) was disordered and began to diffuse various radioactive substances. The most tragic scenario seems to have been avoided so far. But still, Japan is faced with some unavoidable issues related to this incident. While cesium and strontium are to technically be filtrated, the most complicated task is how to treat tritiated water. Every moment, the power plant discharges it massively. Actually, about 400 litre per day! However, conventional technologies can’t filtrate it perfectly. Even the most famous experts in the Japanese academia don’t hesitate to argue that this tritiated water should be discharged to the Pacific Ocean as soon as possible. Based on that, I can understand your feeling if you would say, “OK, the Japan Bubble has come, as you predicted. But how do you treat the “Fukushima Dai’ichi”?”

In this context, don’t miss the critical date “January 14, 2014”. A Japanese venture located in the Kanagawa Prefecture will try to test its high technology with experts of one of the most prestigious national university in Japan. If it will be conducted successfully, the nuclear history will be drastically changed. Because this technology can, if succeeded, disnature tritiated water into hydrogen gas! That means automatically, the issue “Fukushima Dai’ichi” will be almost solved. Of course, the decommission procedure of the nuclear plant as a whole will be accelerated.

I’ve been personally given lateral assistance to this venture for 3 years. When I visited the factory for the first time, every major companies in Japan disregarded the existence of such a high technology. Not only in business, but also in academia, Japanese elites pretended as if this advanced technology were faked.

But now, even the Prime Minister’s Office shows its deep interest in it. Under political pressure from the highest level, the Japanese academia begins to support its development step by step. The moment of the truth will come, as I wrote above, on January 14 in the next year.

Now, you see Japan is a nation with hidden high technologies. One of the most significant objects my think tank “IISIA” pursues is to let them reveal to the public and to cause the world shift thereby. If tritiated water will be converted to hydrogen gas successfully, the once abandoned region in Fukushima will be a center of electricity powered by the latter. This will surely lead to dramatic shuffle of industry’s location worldwide.

Again, 2014 is the year of the Japan Bubble, which will never go. Don’t miss the rush for Japan. And…I wish you all the readers a happy and prosperous year.

Unforgettable Axis among Backcasting, Synchronicity, Forecasting and Leadership

Since the Japan Bubble began both substantially on 13 and officially on 19 December, the task of my institute called “IISIA” was slightly changed. So far, it aimed at persuading the Japanese of the bubble of their own national economy. From now on, the IISIA will focus on thinking of brandnew rules for the human community beyond the financial capitalism, which will come to an end with the Japan Bubble till around the latter half of 2015. Intuitively, I’m firmly confident of that the Japanese will play an extremely important role for this world shift. Why?

During this historical world shift, all of us will be faced with accelerating volatilities in every sphere of our lives. Therefore, it will become more and more difficult to anticipate what will occur in the near future. That will lead to the age of uncertainty and anxiety. We will begin to give up bridging between “now” and “future”. Instead, we will concentrate rather on surviving at this very moment.

The age of anxiety and uncertainty, which will begin in this manner, will highlight the importance of being future-oriented paradoxically. And in order to be future-oriented, we always need to freely imagine our own future. No imagination, no future.

You may now ask yourself, “Just to imagine the future is not sufficient to realize it.” Yes, of course. You’re are quite right, but only partially. Why?

The point is not whether we imagine or not, but how we imagine. From my view point, the solution to get out of anxiety and uncertainty is as follows:

-First of all, concentrate on “backcasting”. That means, we must learn from the past intensively. Only from that, you can acquire historical rules of causality, which never changes and is applicable even to the future.

-When you will have got these rules or “framework of thinking” to a certain extent, the next phase will begin without any prior notice: You might suddenly become aware of the meaning of something or someone you will encounter then. This phenomenon called “synchronicity” always leads to unintended forecasting. Simply saying, you might foresee the future.

-Because this will occur only in the world of your imagination, nobody except for you will be able to understand what you will mean. Under this circumstance, you will then need explain “logically” to your friends and colleagues what you will have anticipated by imagination.

-At this moment, the true “leadership” will be launched. After you will have set a target for the future you anticipate, you will have to formulate strategies to reach it. Besides that, you will continue to persuade your friends and colleagues of the future you will have anticipated, since they will still doubt it sometimes. In an extreme case, nobody will be helpful at first, and only you will have to move forward. A strong and decisive will and capacity will be needed. However, don’t be afraid to be alone. In German, they say, “Wenn der Wille ist, setzt er sich durch.” While you will continue to make efforts to reach the goal you will have anticipated, the reality will be changed gradually. Some day, the “moment of the truth” will surely come, and everyone will praise you for having grasped the future correctly in advance. The leadership will be then completed.

Well, this is the arcanum of imagination. As long as you stick to your own interest and happiness, you’re never capable of moving forward. Once you understand the destiny, you may not pay attention to yourself. The only thing to do for you is to step forward in accordance with your own imagination or sense of unity with the universe.

You might know “Kadou (“Tea Ceremony” or “Way of Flower Decoration”)”, “Sadou (Way of Tea)”, or “Judo” in the Japanese traditional culture. The word “DOU (道)” means actually this sense of unity with the universe.  Based on that, the Japanese are potentially most capable of showing the above described leadership, although their majority don’t practice these “DOU”s or “Ways” any more. In this mean, it’s urgently important to let them recall their own predominance to grasp the future thanks to the traditional sense of unity with the universe.

The goal of my institute, the “IISIA”, from the next year is to somehow form a platform to revitalize this original capability of the Japanese. Now that the agenda is fixed, I’m really excited to reach the future step by step.

Last but not least…”I wish all of you a merry Christmas from Sapporo!”

You never know the Japan Bubble has just begun…!

This week, I had several meetings with Japanese financiers. Some British friends, who are also financiers, came from the City of London to Tokyo. I helped them to get connected to the Japanese financial world.

To be honest, the both British and Japanese sides don’t understand what’s really happening in Japan. The former didn’t hesitate to express its strong doubt of validity of the current “ABENOMICS”. One of my friends from the City even said, “The GOJ should be careful, because “cure” is sometimes much harder than “disease” itself.”

The latter still believe emerging markets could survive and maintain its position as motors for the future world order. They were really delighted to explain their business success (at least so far) in Asian emerging markets after European and US companies got rid of them.

While listening to their conversations, I asked myself who will be the real winner of the on-going game called “financial meltdown.” The US mega banks?? Absolutely, “No”. The old financiers from the City of London??  Well, maybe a part of it. But they still believe they could control whatever they want in the market, which is no longer the case. Guys from emerging markets?? I don’t think so, because they totally depend on the US and European markets. Once the US will decide to go tapering the QE, all the emerging markets will get seriously troubled.

How about Japan? “Yes” and “No”: I would say “Yes”, because the current “Japan problem” is not financial one as the western powers have, but demographic one. How to go beyond the accelerated ageing society is the very issue the Japanese must tackle now. From the foreign view point, the GOJ started the ABENOMICS because of deflation for almost 20 years after the so-called “Heisei Bubble” between 1987 and 1990. However, you can’t explain only based on that why the GOJ has chosen the year of “2012” as a starting point of the reflation strategy.

The reason is quite simple. In 2012, the generation “Dankai”, which was born between 1948 and 1950 in Japan, slowly began to get its pension from the GOJ. It will take till 2015 that all the generation “Dankai” will be entitled to be paid by the Japanese pension system. The official debt of the GOJ will be accumulated drastically in the course of time. That means the moment of the truth in the context of Japanese fiscal and financial disaster will come up after 2015.

population pyramid of Japan in 2015

Just in case, the GOJ seems to have begun preparation for its possible default without declaration to the international community. The ABENOMICS is only a part of such maneuvers.

Let’s get back to the previous question: “NO”, because even the majority of the Japanese can’t understand this type of hidden financial strategy undertaken by the GOJ, or rather “by the Ministry of Finance”. They still don’t believe the GOJ is capable of squeezing the Japan Bubble from the on-going, world-wide financial meltdown. Instead, the Japanese, mainly retail investors, continued to buy their stocks dramatically since the autumn of this year, while the foreign, mainly US and British institutional investors, tried to buy as many Japanese stocks as possible till now.

The scene has obviously changed in the Japanese stock market yesterday. Even though yesterday was the last SQ settlement day in the Japanese stock market in this year, the Nikkei 225 index has risen as you see below:

Nikkei225_20131213

As my closest alliance partner, Mr. “HKD”, pointed out previously, the sea change will be recognized publicly after December 19. The historians will write in 5 or 10 years that “December 14, 2013” was actually the starting point of the so-called “Japan Bubble”.

The point is the majority of the Japanese, who are lack of financial and historical knowledge, aren’t aware of it. When they will be sufficiently enlightened to take advantage of such an historical opportunity, the Pax Japonica will begin. If not, the Japan Bubble will be continuing only as a asset bubble only for 2 years and then lead the Japanese society to a fatal collapse.

Still, my adaptive unconscious tells me there could be a chance for the Pax Japonica. Everybody feels that but can’t explain in a logical manner, I suppose.

There is a matter which complicates all the situation: The Japan Bubble, which has just begun, will be divided to two phases. The one will continue based on the current depreciation of JPY till the Great Middle East War will break out. Another will get started after the war, even based on massive appreciation of JPY. That could resemble the “Heisei Bubble” from 1987, which began within 2 months later after the so-called Black Monday in October 19, 1987.

You can easily imagine mass media will scream, “The Japan Bubble, and automatically the ABENOMICS itself, just came to an end with the dramatic collapse of world market after the Great Middle East War had broke out.” It’ll not true. The second, and real stage of the Japan Bubble will begin with the massive appreciation of JPY as the very safe haven for financiers from all over the world. Seeking for JPY will be gradually changed into search for reliable assets in Japan: Japanese stocks and real properties.

Anyway…

You never know the Japan Bubble has just begun. You can’t even believe in such a simple fact. But in a week, you will be aware of it. The Japan’s future will be really shining, as the “Morning MUSUME” sang in 90’s.

“Hello!” and “Good-bye!”

Due to the current, prolonged crisis of the international community, our mental health seems to be negatively affected step by step. As I wrote in previous posts, “the moment of the truth” should have come in either November or December this year. However, the western powers obviously decided to postpone it till May/June of next year. That is to say, you have now about 6 months left till everything will be settled down. There are groups of people who can’t keep up with such a volatile change of the sea changes any more and simply begin to give up. It’s really a pity to have to say “Good-bye” to them, but it’s just “SHIKATA-GA-NAI (I can’t avoid that.)”.

On the contrary to the pessimism, it’ true someone and something brandnew will emerge instead in the course of time. According to the “Le Chatelier’s Principle” I mentioned frequently on this weblog, one thing will come into a system, when another has left it. Based on that, our optimism for the sake of the new world order beyond the current financial capitalism must be kept, I firmly believe.

Anyway…

My closest alliance partner Mr. “HKD” sent me his statistical analysis on the Japanese stock index “NIKKEI 225” yesterday, which is shown below:

20131206    -1    15659.85   over 482.36
20131209    -1    15957.11   over 657.25
20131210    -1    15811.76   over 511.9
20131211    -1    15725.28   over 425.42
20131212    -1    16123.99   over 824.13
20131213    -1    16033.24   over 733.38
20131216    -1    16038.16   over 738.3
20131217    -1    16197.94   over 898.08
20131218    -1    15656.09   over 356.23
*20131219    -1    15341.26    over 41.4
20131220    -1    15486.51    over 86.64
20131224    -1    15485.66    over 185.8

It clearly shows the next sea change will reach us on December 19. Till then, we should pay sufficient attention to the rising volatility of the market. My adaptive unconscious tells something significant will break out suddenly due to the GOJ’s de facto market manipulation for the sake of the Japan Bubble.

So, just relax and wait and see. What is to be checked by then is our stress tolerance. All you need is just love to all and our common future. Enjoy.