普京亮劍，中國點頭：日本被迫走向「第三條路」？

如果你習慣了聽那些充滿泡沫的華爾街廢話，或者習慣了電視新聞裡給你的安慰劑，那麼今天的內容，可能會讓你感到極度不適。

俄羅斯對日本發出了刺耳警告，中國默默批准了新政策。大多數人只看到了新聞的表面，但在我看來，這是日本這個「百年老店」即將面臨「破產清算」的前奏。

這是一個關於「Lollapalooza效應」、關於「反脆弱性」、關於一個國家如何因為依賴而失去靈魂的故事。日本把所有籌碼壓在美國這家「銀行」上，但如果這家銀行自己也出了問題呢？

我只說赤裸裸的實話。今天，我們用普世智慧拆解東亞這盤死局，看看日本是否還能找到那條窄得不能再窄的「第三條路」。

在此過程中，你或許會看到台灣的影子，甚至是你自己人生的影子。

#查理芒格 #價值投資 #日本經濟 #地緣政治 #中美博弈 #俄羅斯警告 #日元危機 #反脆弱 #獨立思考 #宏觀經濟分析 #第三條路 #國家命運 #思維模型 #危機應對 #深度解析

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If you're accustomed to listening to Wall Street's frothy nonsense or swallowing the placebo of TV news, today's content may make you feel profoundly uncomfortable.

Russia issued a jarring warning to Japan, while China quietly approved new policies. Most people only see the surface of the news, but to me, this signals the prelude to the impending bankruptcy liquidation of Japan, this “century-old institution.”

This is a story about the “Lollapalooza effect,” about “antifragility,” about how a nation loses its soul through dependence. Japan has staked everything on the “bank” of the United States—but what if that bank itself runs into trouble?

I speak only the stark, unvarnished truth. Today, we dissect East Asia's deadlock with universal wisdom to see if Japan can still find that impossibly narrow “third way.”

In this process, you may glimpse Taiwan's shadow—or even your own life's reflection.

#CharlieMunger #ValueInvesting #JapaneseEconomy #Geopolitics #USChinaRivalry #RussianWarning #YenCrisis #Antifragility # Independent Thinking #MacroeconomicAnalysis #ThirdWay #NationalDestiny #ThinkingModels #CrisisResponse #In-DepthAnalysis

⚠️ Important Notice: This video is a derivative work based on Mr. Charlie Munger's public speeches, interviews, and investment philosophy (including “Poor Charlie's Almanac”), aiming to share wisdom. It is not a verbatim transcript of Mr. Munger's words. The first-person narrative style is employed to better convey the depth and warmth of his ideas.
This video is for informational purposes only and does not constitute investment, financial, or life advice. Investing involves risks; please think independently.

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