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OUG Holdings (TYO 8041) is another name in the JP basket. Did a quick writeup on it today. A vertically integrated seafood wholesaler in Osaka. Mcap ¥17.9 billion ($124m USD). Writeup is free (bio). P/E: 3.95 P/E (FY26 Forecast): 5.4 P/B 0.5 Dividend: 3.1% (1.6% DoE policy)

What's really happening with inflation in Japan? With all the discussion recently of rising rates, particularly the 30 year bond rate, coupled with accelerating headline inflation amid discussions of the price of rice doubling due to shortages, I felt it was time to dig into

A quality travel humidor is the luxury your Habanos deserve on vacation, preserving their flavor and essence. More than an accessory, it’s the guardian of the authentic, sophisticated experience only a Habano can offer.

Japan’s great unsticking has begun ft.com/content/d742fa…

Impatience is an expensive emotion.

Aquí puedes revivir el primer encierro de los Sanfermines, retransmitido por TVE: noticiasdenavarra.com/san-fermin/202… #sanfermin2025

My mid-year estimates of equity risk premium, by country, are available for download, if you are interested. This is my first update in three decades, where the US equity risk premium reflects a country risk component, after the Moody's ratings downgrade. bit.ly/3GddTJz

Ireland Gets Its First Habanos Regional Edition Cigar cigaraficionado.com/article/irelan…

SAN FERMÍN 2025: Segundo ENCIERRO, con los CEBADA GAGO, y un HERIDO POR ... youtu.be/U4K52btl9pM?si… via YouTube #sanfermin2025

Inflation and Greedflation in Greece. macrotragedy.substack.com/p/inflation-an…

TERCER ENCIERRO de San Fermín 2025 | Toros de Álvaro Núñez youtu.be/T1ChIkDG1XQ?si… via YouTube #sanfermin2025

CUARTO ENCIERRO de San Fermín 2025 | Toros de Victoriano del Río youtu.be/gK5l6ye4G78?si… via YouTube #sanfermin2025

QUINTO ENCIERRO de San Fermín 2025 | Toros de Jandilla youtu.be/uqbpi-Gm1ac?si… via YouTube #sanfermin2025

SEXTO ENCIERRO de San Fermín 2025 | Toros de José Escolar youtu.be/gqilaHvGDNg?si… via YouTube #sanfermin2025

SÉPTIMO ENCIERRO de San Fermín 2025 | Toros de La Palmosilla youtu.be/CUpiYgjIl3I?si… via YouTube #sanfermin2025

Cracks in the consensus open.substack.com/pub/japanoptim…

Every second you spend looking at a person in another lane comes at the cost of your progress.

OCTAVO y ÚLTIMO ENCIERRO de San Fermín 2025 | Toros de Miura youtu.be/M4e_IfmxIoI?si… via YouTube #sanfermin2025 #TorosdeMiura #UltimaCarrera

Japan faces an era-defining reset with the US ft.com/content/009d0c…

Cuaba Divino (ring gauge 43 x 101 mm in length) is a small, hand-rolled Habano with medium strength, crafted in the unique figurado shape—pointed at one end—offering a distinct character perfect for aficionados.