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Here are my predictions for the future. I take the liberty to spend times to compile this because many of my followers see posts being a beautiful collection of random insights into the world. I am currently collecting as much information as possible because I personally made few predictions long ago in 2010s to forsee the future.
- Rise of the Artificial Intelligence will put people out of work and revolutionize the world into the greater industrial revolution. AI search engine will dethrone Google as I predicted in 2011 but can't imagine how until I saw Bing fused with ChatGPT which is still in infancy. The Chinese prowess in automation around 2014 led me to believe that China will rule the world industrially. However, They will no longer be a workshop of everything but China will share their industrial prowess in their communist sphere. These members of a new Asian industrial world will be Russia, Vietnam, North Korea, possibly India (I am not sure yet), Iran, and Southeast Asia (but most automation industry will be in Vietnam). Chinese overcapcity will destroy the G7 economy and its puppets in OECD.
- Global financial systems will be determined by digital networks. Blockchain technology is the primate level of technology to digitalizing the transaction systems that have already surpassed SWIFT wire transfer. The future transaction systems will be involved in quantum computing onward better than blockchain. China and Russia will formulate a group (BRICS didn't existing when I made this prediction) to dedollarize transaction systems to stop the USA from abusing their sanctions which largely involve shutting down SWIFT usage for people that Americans hate. The future transaction systems will be very easy in crossborders and multipolarized away from US/EU control to assure fairness to all. The new financial systems will be built around the global digital transactions networks but Asia will be the center of this new financial regime. I can see that China will be number one where Hong Kong is the first haven, then the second center will be likely somewhere in Russia but they will focus mostly on commodity exchanges to take away dominance of London/Chicago commodities exchange. The third place which can be almost important as Hong Kong or anywhere in China will be divided between Singapore and HCM City/Hanoi in Vietnam. I mention Vietnam because China and US design Vietnam as an important place to play neutrality trade since both sides merely pretend fighting each other.
- The role of US as a world superpower will be gone but the world will see two more new superpower states in the name of Russia and China. India will not join the club because their internal problems are structurally making them hard to be bigger; however, they will at least remain stronger than EU in long term. The EU will likely disintegrate or cease to become relevant but Germany will hover around top 10 of world economies because they are quite open to reform to accommodate with changing times. The multipolar world will rise as the roles of nations will start becoming irrelevant to pave a way for the world government in far future around 2070s: United Nations.
- Decline of old states in Europe will be apparent. The EU will likely disintegrate or exist as an irrelevant country club. Many great European countries like France, Spain, Italy will cease to exist due to demographic collapse and rise of Muslims. I forsee that Europe will become an Islamic caliphate in near future. Germany will still maintain itself a world power hovering around top 7 of the world economies because Germans will successfully maintain their crucial role with Russia and China through technological cooperation. The EU will be a garbage dump filled with migrants, while Germany will be the headmaster and France will be the security guard. The UK will be an American penal colony after City of London will be transferred to the City of New York where all dark money of the world will be recycled in the US. The UK as a penal colony will resemble more like Haiti where the most violent migrants will be deported there to constantly wage civil wars against each other.
- Middle East will rise to replace Europe in her place to be the world's centre of culture, finance, economy. The matter of Israel/Palestine won't be resolved but I can see there will be an one state solution where all sides will be happy - I don't know what state will take place. There will be huge polarity between Muslims in Europe and Muslims in Middle East/North Africa. European Muslims will be more radical, while Muslims in Middle East/Africa will be more progressive. I expect that Iran will likely control and lead the Unmah at this point as the future of Saudi Arabia and other Sunni states will devolve into dependent countries to Iran. Sunni elites have squandered most of their wealth on unproductive projects and non-functional armies for years, so it is poetic that we will many Muslim royal families disappearing in coming years or joining with Iranian revolutionaries. In the Islamic world, Iran will lead the Unmah and partially have influence over new Europe which it will share with Russia who likely controls most of Europe indirectly. The new Middle East will be largely under presence of China and guaranteed by military protection from Iran/Russia.
- Russia will likely become a peer superpower state with China to dethrone the US. At the same time, I also believe that the US will remain a large world power with diminished superpower status where its military has withdrawn from key places in the world. The US will seize total control over Anglosphere where we will see the UK or Australia becoming American territories like Puerto Rico. Perhaps, British royal family will likely cease to exist as their Crown estate will be sold to American corporations. The US will be the most diverse place in the world with a stable demographics along side with Russia, China, Southeast Asia, India, Middle East. The US will remain a strong world power for years to come but it won't interfere much in world affairs, unlike China and Russia. I see the US will also lose control over Latin America (LATAM) and eventually end the embargo on Cuba to garner Cuban supports to maintain a stronghold in LATAM. The UK will be extremely irrelevant at this point, so I don't even care about them.
- Around 2009, I saw Ukraine will be the hotbed of a war because its economy has been largely de-industrialized. In 2014, we saw that Ukraine became the battleground for world powers. My prediction for Ukraine has remained since 2009 to maintain the eventuality that Russia will either annex Ukraine or control Ukraine as vassal state. Through that, Russia will control over all of Europe economically along with China. The US will retreat from Europe. Ukrainian population will become largely extinct due to assimilation or death from warfare. I can see that the new Ukraine will be named as the People's Republic of Ukraine being led by new Ukrainians who are multipolar. The new Ukraine will be a world's economic power that will industrially surpass Japan and South Korea if they still exist. China will be the biggest economic contributor to the new Ukraine.
- Africa will be significantly more industrialized as the European/American influence recedes from exploiting the continent. China will be playing the huge role over the development of Africa but they will not invest more on the levels with Middle East. Africa won't be a rich continent but it will emerge as a middle income continent where people will be well fed. Russia will play greater roles than China in this continent through acting as security guards for Chinese projects to defend against American sabotages. I will only see a wealthy Africa existing around after 2070 if the world is fully united at that time.
- India will be at least on par with the new United States on this timeline. India will be always one step behind the US in advancement and development, while two steps behind China and Russia. If India doesn't improve its structural problems with caste systems, I see it will be also 0.5 step behind ASEAN states in the future. India will be a large world power with mediocrity, while Pakistan and Bangladesh will be slightly more improved. Nevertheless, India will hover around top 5 of the global economies in the future where European world powers are long gone.
- ASEAN will be the new global alliance that will surpass and replace the defunct/irrelevant European Union. Southeast Asia will be the complementary world superpower that will be a neutral place for Russia, China, US to make money. I see Vietnam will be likely the one leading the whole place as Germany once led the EU. Taiwan will be long reunited with China but Taiwan will remain a dependent nation to China to host the PLA naval bases. Taiwan and Hong Kong will cooperate to fund the rise of ASEAN in initial steps. Japan and South Korea will completely lose their holdings over ASEAN because I forsee a dark path for them.
- In Korean peninsula, South Korea will be economically crushed by China throughout all phases due to Chinese overcapacity. South Korea's huge demographic collapse and economic decline will allow North Korea to reunite in violence or just peacefully marching. New Korea will be quite a world power but will take a few years to emerge into Top 10 because of reconstruction efforts. At this point, I suspect that Japan will either become an American penal colony (like the UK) or the next Ukraine in 2014. For Japan, I will make two predictive scenarios that will happen much sooner than we think but one thing is certain that Japan will enter hyperinflation worse than the current Argentina that will impoverish Japanese people. Since Japan's hyperinflation is so great, Japan will import all migrants in the world to fill up its depopulating spaces in rural areas, and most migrants will be from Asia. Here are two scenarios that can happen for Japan. The US decides to retire the Ukraine project and promote Japan into delusionally fighting China-Russia under a hope of maintaining a global war economy. The new migrants in Japan will be new conscripts endlessly dying against China and Russia at frontlines of Japanese waters, while the US will maintain a buffer zones to continue its war economy with Japanese blood. Japanese companies will be controlled by foreign shareholders, and they will be forced into subcontractors for American war companies. Japan will be an ideal place to recycle global dark money, while Japanese lands/assets will be all owned by foreigners. There will be foreign concession territories where Japanese people are not allowed to enter, while foreign investors will exploit Japanese labor and new Japanese migrant labor for war-making factories. This first scenario will see Japan being totally under control of foreigners to hopelessly wage an unending war for global money. The second scenario will see Japan refusing the first option. Japanese leaders will be replaced or killed by Americans to pave for the Libya scenario where the country will divided by warlords who will mostly come from foreign bloods. Japan will be overwhelmed by receiving too many migrants who will be each striving to control over the empty land of Japan. The US military bases will remain in the first and second scenarios as neutral outposts to observe "savages" fighting each other. The second scenario will see Japan repeating a much worse version of Myanmar Civil War. In conclusion, I see Japan will likely choose the first scenario to become the battering ram for the US.
- In terms of general technologies, I will see humanity continue making huge strides. Robotics will be play larger roles in these new advancements.. Humanity will have huge unemployment crises in all countries over the world. Many nations in the world will lobby and pay the US/EU to accept migrants, so these nations won't have social crises. There will be huge ethnic conflicts and civil wars in developed countries that accept migrants. The world will continue witnessing many small wars to keep global companies in Asia to US staying rich until 2070 where humanity will likely reach post-scarcity status. Many small wars will be in Africa, Latin America, Europe, Japan, Australia where there will be huge concentration of migrant population.
These predictions can be updated overtimes, so please stay tune.
Yes‼️
This scoop was made possible by the Akahata‼️
Senior Self-Defense Forces officers land cushy jobs in the arms industry🤬
Between 2020 and 2025:
・21 people went to Mitsubishi Electric
Including Air Staff Chief Marumo and Defense Facilities Administration Agency Director-General Ishikawa
・18 people went to Mitsubishi Heavy Industries
Including Ground Staff Chief Yuasa, Maritime Staff Chief Yamamura, and Air Staff Chief Izutsu
・16 people went to Kawasaki Heavy Industries
Including Defense Facilities Administration Agency Director-General Tsuchimoto and Ground Staff Chief Morimoto
Mitsubishi Heavy Industries’ “Defense & Space” division has sales of ¥1.1445 trillion
Mitsubishi Electric: ¥421.4 billion
Kawasaki Heavy Industries: ¥429.7 billion
All have nearly doubled or tripled in just the past few years
Self-Defense Forces officers and the LDP government, colluding with the arms industry and feeding off taxpayers’ money🤬🤬🤬
Hats off to the Akahata👏👏👏
やったー‼️
これは「赤旗」だからできたスクープだ‼️
自衛隊の幹部が軍需産業に天下り🤬
20〜25年 の間
・三菱電機に21人
丸茂航空幕僚長や石川防衛整備庁長官
・三菱重工に18人
湯浅陸上幕僚長や山村海上幕僚長、井筒航空幕僚長
・川崎重工16人
土本防衛整備庁長官や森本陸上幕僚長
三菱重工の「防衛・宇宙」部門の売上は1兆1445億円
三菱電機は4214億円
川崎重工は4297億円
いすれもこの数年で2倍、3倍近くになっている
軍需産業と癒着し、税金を食い物にする自衛隊幹部と自民政権🤬🤬🤬
「赤旗」に👏👏👏
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Of course China is doing this. It offers all kinds of export subsidies to offload its excess inventory, sells at rock-bottom prices with zero tariffs and subsidies for Thailand, and is clearly intent on reneging on its promise to produce as many vehicles in Thailand as it exports there. On top of that, it’s staffing and supplying its Thai factory entirely with Chinese people and parts, shutting out Thai suppliers.
Sadly, Thailand’s auto industry, which Japanese companies helped nurture, is already finished.
And this is the reality of “Chinese EVs sweeping the world.”
India, the next battleground, probably won’t allow this, so I doubt it’ll be easy to break Suzuki’s stronghold there.
そりゃ中国は過剰在庫のはけ口として、様々な輸出補助金付け、タイとは関税ゼロとタイからの補助金も付けて激安で売りさばき、さらに輸出台数と同をタイ工場で生産する約束は踏み倒す気満々の上に、タイ工場も中国の人間と部品で固めて、タイのサプライヤーを締め出してるからな。
残念ながら、日本企業と育ててきたタイの自動車産業はもう終わった。
そしてこれが「世界を席巻する中国EV」の実態。
次の戦場となるインドは、おそらくこれを許さないだろうから、スズキの牙城を崩すのは簡単じゃないんじゃないかな。
「日本の自動車メーカーとは大違い」…中国EVにシフトしたタイの地元企業から悲鳴(クーリエ・ジャポン) news.yahoo.co.jp/articles/e3…
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In Japan, porn actresses and sex workers have somehow become socially accepted, and in some cases are even treated like celebrities or influencers. But if you think this would fly anywhere else in the world, you're dead wrong.
Overseas, simply being a prostitute is usually enough to make you an object of social contempt on a par with a drug dealer and place you at the very bottom of the social hierarchy.
No matter how much money you have or how beautifully you dress up, being a “prostitute” alone is enough to get you treated as the lowest of the low, so you're hardly someone to look up to.
But what on earth is going on in Japan these days?
Porn actresses are gaining popularity as entertainers, while sex workers live in luxury high-rise apartments on money earned through prostitution, wear designer clothes, adorn themselves with jewelry, and carry designer handbags around,
walking around town with looks on their faces like,
“I'm rich♪”
“I'm a young lady♪”
“I'm a princess♪”
The purpose of conspicuous consumption is to show others how wealthy you are and flaunt your high social status.
But in countries where prejudice against prostitutes is strong, no matter how much you spend on a ¥1 million handbag, one remark—“No, she's a prostitute”—is enough to send your status plummeting to the bottom of the social hierarchy. If the point of luxury consumption is to flaunt your social status, then it fails to achieve that purpose.
That's precisely why there's such a strong deterrent against “engaging in prostitution” overseas. It's seen as an underground occupation for women, much as drug dealing is for men, and you have to be pretty far gone to get into it.
But in Japan, where this restraint is weak, if you spend money earned by selling your body on luxuries, people around you envy you, and your social status goes up.
No wonder young women are lining up to get into it.
The point is that eliminating prejudice too thoroughly can be a problem, too.
日本では、AV女優や風俗勤務者が妙に市民権を得ており、場合によっては芸能人やインフルエンサーのような扱いまで受けている。だが、これが世界のどこでも通用すると思ったら大間違いだ。
海外では、娼婦というだけで麻薬密売人と同じような社会的軽蔑の対象となり、社会的階層の底辺に位置づけられるのがふつう。
どれほど金を持っていようが、どれほど美しく着飾っていようが、「娼婦」というだけで底辺扱いされるので、憧れの対象にはならない。
ところが、いまの日本はなんなのだろう?
AV女優がタレントとして人気を集め、風俗嬢が売春で稼いだ金でタワマンに住み、高級ブランドの服を着て、宝飾品を身につけ、ブランドバッグを持ち歩いて、
「わたしはお金持ちなの♪」
「わたしはお嬢様なの♪」
「わたしはお姫様なの♪」
のような顔をして街中を歩いている。
ヒトの贅沢品消費の目的とは、他人に自分の豊かさを見せつけ、高い社会的地位(ステータス)を誇示することにある。
しかし娼婦への偏見が強い海外では、いくら100万円のバッグを買っても、「いや、娼婦じゃん」の一言でステータスが社会階層の底辺まで暴落してしまう。贅沢品消費の目的が社会的地位の誇示にあるなら、その目的は果たせないわけだ。
だからこそ、海外では、「売春すること」への強力な抑制が働いていて、それこそ男が麻薬密売人になるくらいの女性にとってのアングラ職業と位置付けられ、よっぽどグレないとそこに手は出さない。
だが、この歯止めが弱い日本では、身体を売って稼いだ金で贅沢をすれば、周囲から羨望されて、社会的ステータスが上がってしまう。
これでは、若い女性たちが次々と参入したくなるのも不思議ではない。
偏見を無くしすぎるのも考えもの、ということだ。
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Dude just got profiled by the WSJ. Quite a story.
Christian Lamarco, 31. Went to a small Christian college in Pennsylvania with no Wall Street recruiting pipeline.
Once drove to Carnegie Mellon to compete against Ivy Leaguers in a stock-picking contest. Finished second. Won $100.
Cold-emailed his research to hedge funds, landed a job at a Chicago long-short fund, then quit in 2019 with just a few months of savings to start Culper Research.
Moved to NYC, working out of a Brooklyn apartment. His team? Just two analysts.
They started investigating Nvidia last year, then gave up. They doubted three guys could uncover something Wall Street had missed about the world's most valuable company.
Picked it back up in March.
Interviewed former Nvidia employees, dug through corporate filings in Singapore and Malaysia, examined scrubbed code, even studied YouTube footage outside a Taiwanese noodle shop.
May 13: After a sleepless night, a bagel and a cigarette, he published a 40-page short report flagging Nvidia’s China exposure and Jensen Huang’s relationship with Alice Huang.
The next day, Nvidia hit an all-time high.
Nobody cared.
Six months later, the story blew up…
Dude just got profiled by the WSJ. Quite a story.
Christian Lamarco, 31. Went to a small Christian college in Pennsylvania with no Wall Street recruiting pipeline.
Once drove to Carnegie Mellon to compete against Ivy Leaguers in a stock-picking contest. Finished second. Won $100.
Cold-emailed his research to hedge funds, landed a job at a Chicago long-short fund, then quit in 2019 with just a few months of savings to start Culper Research.
Moved to NYC, working out of a Brooklyn apartment. His team? Just two analysts.
They started investigating Nvidia last year, then gave up. They doubted three guys could uncover something Wall Street had missed about the world's most valuable company.
Picked it back up in March.
Interviewed former Nvidia employees, dug through corporate filings in Singapore and Malaysia, examined scrubbed code, even studied YouTube footage outside a Taiwanese noodle shop.
May 13: After a sleepless night, a bagel and a cigarette, he published a 40-page short report flagging Nvidia’s China exposure and Jensen Huang’s relationship with Alice Huang.
The next day, Nvidia hit an all-time high.
Nobody cared.
Six months later, the story blew up…
140
【The more you know about the ready-mixed concrete industry, the more suspicious the president’s explanation sounds】
At Aso Concrete Industry in Kasuya, Fukuoka Prefecture, ready-mixed concrete that did not meet JIS standards was shipped.
It may have been shipped to around 190 construction sites over the past five years. The JIS certification body determined that the company had covered this up by falsifying records and revoked its certification.
President Kiyohara told reporters, “There are a very large number of projects” and “We are investigating.” But considering quality control in the ready-mixed concrete industry, this explanation leaves major questions unanswered.
Ready-mixed concrete is a race against time
At the plant, cement type, aggregates, water, admixtures, and other materials are controlled according to the mix design, and production times, shipment quantities, delivery destinations, and other details are recorded.
Time management is also extremely important, from mixing at the plant to delivery at the site. Moreover, concrete is a material that supports structures such as buildings and bridges, and there are strict standards for quality checks after production.
In other words, the day-to-day operations of a ready-mixed concrete plant depend entirely on “managing numbers and records”
This raises questions
① What has become of the shipment records needed to identify the roughly 190 construction sites?
② Do production records of cement types and quantities used still exist?
③ If the records were falsified, what are they comparing the actual mix against to verify it?
I think ③ is particularly important
This issue is not just a quality problem involving the use of cement different from what was specified in the mix design. It also involves the determination that records were falsified to conceal that fact.
If the records used to prove quality can no longer be trusted, what basis will be used to confirm the safety of products shipped over the past five years?
I’d like to ask those familiar with quality control in the ready-mixed concrete industry
【生コン業界を知る人ほど違和感を覚える社長の説明】
福岡県粕屋町の麻生コンクリート工業で、JIS規格に適合しない生コンクリートを出荷していた問題。
過去5年間、約190件の現場に出荷された可能性があり、JIS認証機関は記録の改ざんによる隠蔽を認定し、認証を取り消した。
清原社長は記者団に対し「非常に物件が多い」「調査中」と説明。しかし、生コン業界の品質管理を考えると、この説明には大きな疑問が残る。
生コンは時間との勝負だ
工場では配合計画に基づき、セメントの種類、骨材、水、混和剤などを管理し、製造時刻、出荷数量、納入先などを記録する。
工場で練り混ぜてから現場に届けるまで、時間管理も極めて重要。しかも、コンクリートは建物や橋などの構造物を支える材料であり、製造後の品質確認にも厳しい基準がある。
つまり、生コン工場は日常業務そのものが「数字と記録の管理」で成り立っている
そこで疑問が生じる
① 約190件の現場を特定するための出荷記録はどうなっているのか
② セメントの種類や使用量を記録した製造データは残っているのか
③ 記録が改ざんされていたなら、実際の配合を何と照合して検証しているのか
特に③が重要だと思う
今回の問題は、単に計画と異なるセメントを使用したという品質上の問題に加え、その事実を隠すための記録改ざんが認定されていること。
品質を証明するための記録自体が信用できなくなれば、過去5年間の出荷製品について、何を根拠に安全性を確認するのか
生コン業界の品質管理に詳しい方に伺いたい
この社長の説明を、現場の実務からどう受け止めますか?
#麻生コンクリート工業 #生コンクリート #JIS #福岡
news.tnc.co.jp/news/articles…
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Europe will bankrupt itself trying to arm its military in the middle of an energy crisis, hostile USA, China shock 2.0 and incoming debt crisis.
Russia's strategy is to do to Europe what Europe did to the USSR
Europe will bankrupt itself trying to arm its military in the middle of an energy crisis, hostile USA, China shock 2.0 and incoming debt crisis.
Russia's strategy is to do to Europe what Europe did to the USSR
2
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Notes) The shocking reality of Renesas’ “banishment room”! A 50-something engineer who refused to accept a request to resign is “arranging chairs for the new-hire orientation”… Facing an agonizing choice between layoffs, demotion, or a pay cut, employees are pushed to the brink | The terror of layoffs at a profitable company! The despair of voluntary retirement offers and mandatory retirement from management positions that hit general managers and section managers | The cruelty of career advancement and pay | Diamond Online
メモ) ルネサス「追い出し部屋」の衝撃実態!退職勧奨を拒んだ50代技術者が“入社式の椅子並べ”…リストラか降格・減収か、極限の選択を強いられる社員の苦悩 | 黒字リストラの恐怖!部長&課長を襲う希望退職と役職定年の絶望 出世・給料の残酷 | ダイヤモンド・オンライン diamond.jp/articles/-/403019
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The Economy of East Asia will be wrecked hard as the storm of next Ukraine is dawning into the region. The US is pulling the rugs to economically retreat from East Asia, while it will still hold the flank of Southeast Asia strongly through Australia and New Zealand. China, Japan, Taiwan, South Korea should expect decades-long warfare with tremendous economic losses.
This is unfolding as I have predicted. Everyone knows the AI bubble burst is coming but they don't know real intention behind it. It is to start a permanent war in East Asia.
The rumor is a bit more specific. After lunch, word started circulating in Taiwan that NVIDIA had cut its order volume by 30%, and AI-related stocks sold off across the board, from CCL and PCB makers to foundries. I think the 30% figure makes no sense. This looks like FUD to me, but I’ll dig into it.
1
106
Lutnick and NVIDIA are losing influence in Washington.
"The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced AI chips through data centers in other countries, according to two people familiar with the process."
Lutnick and NVIDIA are losing influence in Washington.
"The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced AI chips through data centers in other countries, according to two people familiar with the process."
1
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With the breakup and privatization in April 1987, politicians paid lip service to “protecting the regions,” while meticulously building mechanisms into the institutional design that forced the closure of unprofitable lines and the dumping of their burdens on local communities.
A railway network is, by its very nature, social infrastructure sustained by the entire network supporting itself: enormous profits from major metropolitan areas and trunk lines offset losses on lines in depopulated areas, freight lines, and local lines.
The moment the network was split into regional corporations and required to pursue profits, closing unprofitable local lines was transformed into a rational obligation of corporate management.
For the politicians and bureaucrats who championed privatization (the so-called “JNR Reform Three,” among others), the overriding objective was to dismantle Sohyo and Kokuro and sell off the profitable assets to private interests and financial markets.
The moment that was accomplished, the promise not to abandon the regions was reduced to a stain on the minutes of a meeting for which no one bore responsibility.
Today, when JR companies push to close unprofitable local lines, both the Ministry of Land, Infrastructure, Transport and Tourism and the Liberal Democratic Party cite the sharp decline in ridership caused by a declining and aging population and the spread of private cars, insisting that circumstances have changed since the promises made at privatization.
They themselves have cut local jobs and infrastructure to push forward the concentration of everything in Tokyo—neoliberal structural reform—and then use the resulting depopulation as a reason to close lines. It is circular reasoning.
Under JNR, closing a line was the transport minister’s responsibility, but by outsourcing the decision to the private sector, they perfected a system for dismantling local infrastructure without getting their own hands dirty.
The claim that “privatization would allow the debt to be repaid” was also a complete lie.
The debt dumped on the JNR Settlement Corporation ballooned because of failed land sales and soaring interest, was ultimately shifted onto the general account, and is still being paid off by the public today.
JNR privatization was the first successful experience of the structural reforms that followed: postal service privatization, water utility privatization, the abolition of the Seed Act, and the corporatization of national universities—all dismantling assets held in common by the public and selling them off to provide the funds for dividends to foreign capital and major shareholders.
By carving up the nation’s arteries—the railways, which carry freight, move people, and provide logistics infrastructure in times of emergency—according to the single yardstick of profitability, they fragmented the regions, thinned out the freight network, and even lost alternative routes for use during disasters.
Far from being ashamed to face the public, the elite regard JNR privatization as a resounding success of structural reform and a source of self-congratulation.
What lies behind it is nothing other than the arrogance of ruthless winners who will impose market principles and particular political objectives even at the cost of the public’s foundations for living.
1987年4月の分割民営化、政治家は口先で「地方を守る」と言いながら、制度設計には不採算路線の廃止と地方への押し付けを強制するメカニズムを精密に組み込んでいた。
鉄道網は本来、大都市圏や幹線の莫大な収益で、過疎地や貨物・ローカル線の赤字を補填するネットワーク全体が支え合って成立する社会インフラだ。
地域ごとの株式会社に分割し、利益追求を義務付けた時点で、採算の取れない地方路線の廃止は企業経営上の合理的義務へと転換された。
民営化推進派の政治家・官僚(いわゆる国鉄改革三人組等)にとっての至上命題は、総評・国労の解体と優良資産の民間・金融市場への払い下げだった。
それが完了した瞬間、地方は切り捨てないという約束は、誰一人責任を負わない過去の議事録のシミへと変わり果てた。
現在、JR各社が赤字ローカル線の廃線を迫る際、国交省も自民党も少子高齢化とマイカー普及による利用客激減を理由に挙げ、民営化時の約束とは状況が違うと強弁する。
自ら地方の雇用とインフラを削って東京一極集中=新自由主義的構造改革を推し進めておいて、その結果として起きた過疎化を廃線の理由にすり替える循環論法だ。
国鉄であれば廃線は運輸大臣の責任だったが、決定権を民間に外注することで、手を汚さずに地方インフラを解体する仕組みを完成させた。
「民営化すれば借金が返せる」という宣伝も大嘘だった。
国鉄清算事業団に押し付けられた債務は土地売却の失敗と金利膨張で膨れ上がり、最終的に一般会計へ付け替えられ、現在も国民が払い続けている。
国鉄民営化は、その後に続く郵政民営化、水道民営化、種子法廃止、国立大学法人化といった国民の共有財産を解体し、外資や大株主の配当原資へと売り渡す構造改革の最初の成功体験だった。
鉄道という国家の血管(物流・人の移動・有事の兵站インフラ)を採算性という単一の尺度で切り刻んだ結果、地方は分断され、貨物輸送網は細り、災害時の代替ルートすら失われた。
民に合わす顔がないどころか、エリート層にとって国鉄民営化は大成功の構造改革として自画自賛の対象だ。
そこにあるのは国民の生活基盤を犠牲にしてでも、市場原理と特定の政治目標を貫徹する冷酷な勝者の傲慢に他ならない。
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Sony’s exclusive supply of image sensors to Apple for the iPhone is finally coming to an end: Apple will switch some or all of its supply to Samsung-made sensors from the US. My reporting on Sony spanning more than a year revealed initial panic, followed by resignation. Clearly. For details, see my article ➡️
特報]アップルiPhone向けソニーイメージセンサー独占供給体制いよいよ終焉:米国サムスン製に一部あるいは全部切り替えへ:1年以上に及ぶソニー取材で初期の狼狽 後の諦め 明らかに 詳しくは拙稿を➡️semiconportal.com/archive/bl…
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All right!! Dig up every instance and hit them with a class-action lawsuit for damages!! Even if Aso Concrete goes under, its parent company will pay, so no problem!!
Non-standard concrete from Aso Concrete Industry may have been used in buildings in Fukuoka Prefecture… The number of buildings affected is still under investigation: Yomiuri Shimbun
よし!!全部洗い出して集団で損害賠償を請求してやれ!!麻生コンクリートが潰れても親会社が払うから問題ないぞ!!
麻生コンクリート工業の規格外コンクリート、福岡県内の建築物で使用された可能性…建築物件数は調査中 : 読売新聞
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Reuters exclusive reveals the real motive behind the military operation that led to Maduro’s capture
The investigation revealed that a week before the January 3 military operation, Vice President JD Vance discussed the future sale of Venezuelan crude oil with a trader at Vitol and a major donor to his campaign, paving the way for Vitol and Trafigura to receive, without a bidding process, the oil marketing monopoly that has already generated hundreds of millions of dollars for them.
Flight records place JD Vance’s official plane and John Addison’s (a Vitol trader) private jet together on December 27 in Bozeman, Montana, heading to the exclusive Yellowstone Club.
According to a source familiar with the meeting, Vance asked how quickly they could sell Venezuelan crude oil if the US took control of the supply.
Although Addison traded gasoline in the US and lacked technical experience in international crude oil contracts, he had donated $300,000 to Vance in 2022 and $7 million to Trump committees in 2024 (the same year Vitol paid $50 million in California to settle a price manipulation case in which Addison was implicated).
Recommended by Vance, Addison received a call from Energy Secretary Chris Wright on January 5 (two days after the operation).
The White House bypassed a public bidding process, and by January 9, Vitol and Trafigura already had the licenses.
With more than 200 million barrels exported so far in 2026, experts estimate that the traders are earning between $3 and $3.50 per barrel (a margin of 3.5% to 4%, higher than Vitol’s usual 1%–3%). Both firms are keeping their contracts with PDVSA secret, and Vitol confirmed that it also has a business relationship with NABEP, Alejandro Betancourt’s oil company.
This report adds to the leak of the KPMG report published yesterday by The New York Times, according to which Vitol and Trafigura accounted for 61% of the $12.26 billion deposited into Venezuela’s escrow account before Washington transferred nearly all of those funds back to the Central Bank of Venezuela.
In other words:
A week before the military attack, the Trump administration was already coordinating at a private ski club how to divide up the marketing of Venezuelan oil among its major campaign donors without a public bidding process.
🚨 IMPORTANTE
Exclusiva de Reuters muestra el verdadero móvil de la operación militar que llevó a la captura de Maduro
La investigación reveló que una semana antes de la operación militar del 3 de enero, el vicepresidente JD Vance abordó la futura venta del crudo venezolano con un operador de la firma Vitol y megadonante de su campaña, allanando el camino para que Vitol y Trafigura recibieran sin licitación el monopolio de comercialización petrolera que ya les ha generado cientos de millones de dólares.
Registros de vuelo ubican el avión oficial de JD Vance y el jet privado de John Addison (operador de Vitol) juntos el 27 de diciembre en Bozeman, Montana, rumbo al exclusivo Yellowstone Club.
Según una fuente enterada del encuentro, Vance preguntó qué tan rápido podrían vender el crudo venezolano si EEUE tomaba el control del suministro.
Aunque Addison negociaba gasolina en EEUU y carecía de experiencia técnica en contratos internacionales de crudo, había donado 300.000 dólares a Vance en 2022 y 7 millones de dólares a comités de Trump en 2024 (el mismo año en que Vitol pagó 50 millones en California por un caso de manipulación de precios donde Addison fue señalado).
Recomendado por Vance, Addison recibió el 5 de enero (dos días después de la operación) la llamada del secretario de Energía, Chris Wright.
La Casa Blanca omitió la licitación pública y el 9 de enero Vitol y Trafigura ya tenían las licencias.
Con más de 200 millones de barriles exportados en lo que va de 2026, expertos estiman que los operadores ganan entre 3 y 3,50 dólares por barril (un margen de 3,5 % a 4 %, superior al 1 %–3 % habitual de Vitol). Ambas firmas mantienen en secreto sus contratos con PDVSA, y Vitol confirmó tener además relación comercial con NABEP, la petrolera de Alejandro Betancourt
Este reporte se suma a la filtración del informe de KPMG publicada ayer por The New York Times, según la cual Vitol y Trafigura concentraron el 61 % de los 12.260 millones de dólares ingresados a la Cuenta de Custodia de Venezuela antes de que Washington transfiriera casi la totalidad de esos fondos de vuelta al Banco Central de Venezuela
Es decir:
Una semana antes del ataque militar, el gobierno de Trump ya estaba coordinando en un club privado de esquí cómo repartir la comercialización del petróleo venezolano a sus megadonantes de campaña sin licitación pública.
reuters.com/business/energy/…
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A story about how a presidential decree from Putin could squeeze the money flowing to Japan’s semiconductor industry.
Russia: “We’re putting seven JT Group companies under temporary state control.”
↓
JT: Russian operations account for about 25% of adjusted operating profit
↓
Goldman Sachs Securities: “Dividends could fall by about 25%”
↓
Government: The largest shareholder, holding 37.55% of JT shares. Dividends fund “industrial investment”
↓
Ministry of Economy, Trade and Industry: Seeking ¥400 billion from that industrial investment for Rapidus over fiscal years 2027–2029
→ The tobacco company gets taken, and the purse for the national semiconductor push gets squeezed
Senior Finance Ministry official: “There’s only so much the government can do as a shareholder”
→ Even though it’s the largest shareholder
So Japan’s industrial policy was riding on tobacco dividends, huh...
プーチンの大統領令で、日本の半導体に回るお金が細るかもしれん話。
ロシア「JTグループの7社、うちの企業の一時管理下に置くで」
↓
JT:ロシア事業は調整後営業利益の約25%
↓
ゴールドマン・サックス証券「配当が約25%減る可能性」
↓
政府:JT株の37.55%を持つ筆頭株主。配当は「産業投資」の財源
↓
経産省:その産業投資から、ラピダスに27〜29年度で4000億円を要求中
→取られたのはたばこ会社、細るのは国策半導体の財布
財務省幹部「株主として政府がやれることは限られる」
→筆頭株主やのに
日本の産業政策、たばこの配当に乗っかってたんやな...
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Red Sun retweeted
Basically the article is an implicit ad to join Western "regional" supply chain
Written by the Chinese Malaysian co-founder and group CEO of the super-app Grab.
Fitting slave mentality of being a "high value" cog in their Western master's machine.
Vietnam's future growth depends on developing high-value companies s.nikkei.com/4875txF
A clan-based society is, plain and simple, a primitive tribal form that has never properly evolved. The South never developed a writing system, has no common language, and has no decent clothes to cover people’s bodies. The Chinese characters, Manchu, qipao, and hanfu that southerners cite are all imports from northern civilization. Even today, southerners are still mainly concerned with breeding, eating, and making money. They generally have little desire to study, routinely torture and kill animals, and have barbaric eating habits. Their social customs generally involve bullying the weak. With the added influence of sweatshops, they see money as something to suck dry, with no future.
宗族社会说白了就是一直没进化好的原始部落形态,南方没发展出文字,没共同的语言,没像样的衣服遮体,南人引用的汉字,满大人语,旗袍,汉服全是北方文明输入。今日南人依然以繁殖,吃,弄钱为主,普遍读书意愿低下,虐杀动物成风饮食野蛮,民风普遍的欺凌弱小,在血汗工厂加持下,视钱如噬血没有前途
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The Korean gaming industry is doomed.
Do not invest.
South Korea’s median age is 47.
People stop playing games as they get older.
When Lineage, Ragnarok Online, StarCraft, Diablo II, and others
swept the country, South Korea’s median age was in the 30s.
The situation is very different now.
That is why, unless a game company is export-driven,
it is bound to go under.
Krafton is an export-driven company.
More than 90% of its profits come from China.
That is the only reason it is still hanging on.
As for the rest, well.
As AI lowers game development costs,
the barriers to entry are falling too,
making it hard to maintain an economic moat.
President Lee Jae-myung, when he was a candidate,
once made a campaign pledge to revive the gaming industry,
but unfortunately, nothing has been implemented,
so the Korean gaming industry is set for one shutdown after another.
Do not invest.
Not just the gaming industry—every industry that is
“domestic-market-focused + targeting younger generations”
will go under.
I am not joking.
Entertainment, cosmetics, interior design, construction, and other companies
with no overseas sales
are all going under.
Do not invest in any company focused on the domestic market.
한국 게임 산업은 망할 수밖에 없습니다.
투자하지 마십시요.
한국 중위연령이 47세입니다.
나이를 먹으면 게임도 안 합니다.
리니지, 바람의나라, 스타크래프트, 디아블로2 등이
우리나라를 휩쓸었을 때 한국 중위연령 30대였습니다.
지금과는 상황이 매우 다릅니다.
때문에 게임도 수출 중심 기업이 아니라면
반드시 망하게 되어 있습니다.
크래프톤은 수출 중심 기업이죠.
이익의 90% 이상이 중국에서 나옵니다.
그나마 버티는 이유입니다.
나머지는 글쎄.
AI 때문에 게임개발비용이 낮아지면서
진입장벽 자체도 낮아지고 있기에
경제적 해자를 누리기 어렵습니다.
일전, 이재명 대통령이 후보 시절에
게임 산업 살리겠다는 공약을 낸 적이 있는데
안타깝게도 아무것도 시행이 안 되고 있는지라
한국 게임 산업은 앞으로 줄초상 예약입니다.
투자하지 마세요.
게임산업 뿐만 아니라 '내수 중심 + 젊은 세대 타겟'
산업은 전부 망할 것입니다.
농담이 아닙니다.
엔터, 화장품, 인테리어, 건설 등
해외 매출 없는 기업들은
전부 나가리입니다.
내수용 기업은 전부 투자하지 마세요.
기사출처: 한국경제
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Basically the article is an implicit ad to join Western "regional" supply chain
Written by the Chinese Malaysian co-founder and group CEO of the super-app Grab.
Fitting slave mentality of being a "high value" cog in their Western master's machine.
SoftBank is performing so badly that even Musk thinks they’re weirdly dumb
Replying to @KatieMiller
I remember that time when Masa, instead of putting $12B into Tesla for a 1/4 of the company to help me take Tesla private, instead invested the money in WeWork.
That was dumb.
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