The US Bubble at 200%: Why Smart Money is Pivoting to Japan NOW
Автор: J-Stock Radio: Deep Dive Analysis
Загружено: 2026-01-11
Просмотров: 17
Video Description
The US market is sitting at a staggering 200% Buffett Indicator. Is a correction inevitable?
While Wall Street chases growth "vapor" and intangible promises, a massive value-unlocking is happening in Tokyo. Welcome to J-Stock Radio.
Our Mission
Our mission is to bridge the massive gap between global investors and the hidden potential of the Japanese market. We move beyond stale narratives of "stagnant decades" and use Shikiho (The Japan Company Handbook)—the gold standard of local equity research—to find undiscovered mid-to-small cap gems before the world notices them.
What You Will Learn in This Video
The Macro Thesis: Why the US market is built on future expectations (Growth-backed), while Japan is built on verifiable balance sheets (Asset-backed).
The Global Safe Haven: Why capital is fleeing high-risk regions for Japan’s rock-solid rule of law and corporate governance reforms.
The J-Stock Radio Standard: Our 3-step disciplined filter for finding winners.
Criterion A: Deep Value – Targeting companies trading below a P/B ratio of 1.0 (over 35% of the market).
Criterion B: Fortress Balance Sheets – Identifying "Net Cash Giants" where cash reserves actually exceed market cap.
Criterion C: National Policy Catalysts – Focusing on sectors with government-mandated tailwinds like Defense, Drones, and Labor Automation.
Join the Hunt
The Japanese rally isn’t a bubble; it’s a return to fair value. Don't miss the mandatory value-unlocking happening right now in the world’s most undervalued developed market.
Subscribe to J-Stock Radio and get ahead of the curve.
#JapanStocks, #ValueInvesting, #Nikkei, #Shikiho, #BuffettIndicator, #JStockRadio, #SmallCapStocks, #InvestingStrategy
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