[Prologue: Announcement of the New Series]

 

January 12, 2026

Theme: Economic History, History of Economic Thought, Civilization Studies

“The Rebel Forces of the Market and the Future of Japan” — A 12‑Part Series Begins Tomorrow

Starting tomorrow, I will launch a 12‑part series titled:
“The Rebel Forces of the Market and the Future of Japan — Reading 2026 Through the Lens of Civilization History.”

This series is an attempt to interpret the developments now unfolding in Japan—

• Yen depreciation
• Rising interest rates
• Surging gold prices
• Mounting tension in the JGB market
• The emotionalization of politics

not as isolated economic news, but as symptoms of a deeper civilizational shift.

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Japan in 2026: A Moment of Extreme Institutional Fatigue

Much like the final years of the Tokugawa shogunate, Japan today is approaching the limits of institutional exhaustion, and the “rebel forces of the market” (OIS, gold, FX, and government bonds) have begun to move quietly beneath the surface.

And tomorrow, Tuesday the 13th, we face a critical juncture:

• A possible dissolution announcement by Prime Minister Takaichi
• The “Takaichi Trade”: weaker yen, higher rates, rising equities
• U.S. December CPI released that night
• Continued strong growth expected in the U.S. economy

In short, the markets are approaching a moment of major transition.

This is precisely why the series begins now—
because the movements of the “rebel forces” and the themes of this series will be perfectly synchronized.

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Themes of the Series

Across these 12 installments, I will explore:

• The structure of the market’s rebel forces (OIS, gold, FX, JGBs)
• The fall of the Truss government and its parallels with Japan
• The “silent collapse” of the Japanese government bond market
• The future of the yen and the credibility of the currency
• Japan’s future scenarios (institutional reform / currency crisis / slow decline)
• A new “three arrows” for future creation
• AI as the “Black Ships” of our era
• The civilizational significance of U.S.–Japan amity and friendship
• The return of the spirit of “opening the country” and Japan’s future

This is a civilizational series integrating economics, politics, history, and culture—
a framework for understanding Japan’s future.

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Publication Schedule

• January 12 (Coming‑of‑Age Day): Prologue (this announcement)
• Morning of January 13 (Tue): Part 1 begins
• January 13–16 (Tue–Fri): Parts 1–4 published consecutively
• From January 17 (Sat): Parts 5–12 published daily

During the week when markets move most intensely,
this series will unfold in parallel, decoding the structure behind those movements.

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In Closing

Japan in 2026 stands at a crossroads:
Opening or stagnation.

I hope this series will offer a meaningful lens for thinking about Japan’s future.

I look forward to having you with me from tomorrow onward.