世界には親心しかない in KOBE

The Ministry of Finance dissolution demonstrations have not only been held in Tokyo but to regional areas. However, TV stations have chosen not to report on them. Normally, they would cover even small demonstrations extensively, but despite the nationwide scale of these protests, they remain silent. Some suggest that this silence is due to pressure from the Ministry of Finance. A few days ago, TV Tokyo reported on the Ministry of Finance dissolution demonstrations. TV Tokyo is always the first to cover interesting events. It will be interesting to see if other TV stations follow suit and report on this as well. Of course, I learned about this from social media. I've been observing the activities of TV stations on social media for a while now. Social media reports on the activities of TV stations. It seems that TV stations have transitioned from being the reporters to being the reported.

The Liberal Democratic Party suffered a major defeat. The resulting political instability may negatively impact the economy. In the short term, populist measures might be implemented to gain public favor, leading to a weaker yen and a subsequent rise in stock prices. However, this will not fundamentally revive the economy. In the longer term, I believe there is room for optimism. Until now, the ruling party has been too strong, holding a majority and implementing policies at will. While a genius leader could potentially improve the entire country, it is unrealistic to expect them to never make mistakes. Policies should be decided after listening to opposing views and engaging in discussions. Although Japan has not been a one-party dictatorship under the Liberal Democratic Party, it has felt close to that. With the ruling party weakened by the recent election, more debates are likely to occur. In the short term, political instability may slow policy implementation and reduce decisivenes...

The election felt like a crushing defeat for the Liberal Democratic Party. I expected the market to drop significantly at the start of the week, but instead, it rose. Perhaps the overall market had anticipated worse outcomes. When indicators are released, stock prices move not based on whether the indicators are good or bad, but on whether they are better or worse than expected. Investors predict the future and trade based on those predictions, so just before indicators are announced, expectations are already priced in. If the results are better than expected, prices go up; if worse, they go down. During the party leadership election, the market likely expected Ms. Takaichi to become the leader. When the results were worse than expected, the market dropped significantly. Here, "worse" means worse for stock prices, not that there is anything wrong with Mr. Ishiba. The reason stock prices rose after the general election is likely because investors had anticipated even worse out...