Miyama Capital | Memos
Subscribe
Sign in
Latest
Top
Discussions
The 48-Hour Window
Trump-Xi summit may close the Hormuz framework inside 48 hours. The 5/22–6/8 base case from Hormuz #26 remains intact. Cross-asset transmission map.
May 13
•
Miyama Capital | Memos
Taiwan’s Forced Expansion: A Small-Open-Economy Case Study in Financial Repression
The CBC's response to The Economist did not deny the household savings → life insurers → UST pipeline. It justified it. That admission is the data…
May 6
•
Miyama Capital | Memos
Yen Mean Reversion: A Cross-Asset Repricing, Not an FX Trade
Yen REER at 52.3 (50-year low). Timestamped cross-asset thesis on the most overlooked vehicle in the mean-reversion repricing window."
May 4
•
Miyama Capital | Memos
April 2026
From 3.67% to TACO: The Hormuz Crisis in Cross-Asset Transmission
A cross-asset macro analysis of the Hormuz crisis: three presidents, the TACO structural thesis, timestamped predictions, and why Trump’s blockade is…
Apr 14
•
Miyama Capital | Memos
The Darkroom Effect: A Five-Step Countdown to IRGC Collapse
Miyama Capital analyzes why destroying Iran's grid is a communications trap, with a five-step IRGC collapse timeline and observable indicators for…
Apr 7
•
Miyama Capital | Memos
April 6 Is Showdown Day
Trump's third 48-hour ultimatum expires April 6. Miyama Capital's Day 36 analysis: why the F-15 shoot-down accelerates rather than delays strikes, how a…
Apr 4
•
Miyama Capital | Memos
Infrastructure Is the Negotiating Table, and There’s Only One Exit
B1 bridge was Trump's first term sheet. Five paths to Hormuz reopening, three layers of infrastructure warfare, and why Iran's only exit leads to…
Apr 3
•
Miyama Capital | Memos
March 2026
While Everyone Watches the War, Someone Is Already Drawing the Post-War Map
Hormuz is reopening via toll booth and four-nation coalition. IRGC collapsing on three layers. Trump names Ghalibaf as counterpart. Framework analysis.
Mar 30
•
Miyama Capital | Memos
The Market Is Waiting for a Surrender Ceremony That Won’t Come
IRGC is collapsing from three layers simultaneously. The Iran blockade ends as a process, not an event. Framework for allocators pricing Hormuz…
Mar 29
•
Miyama Capital | Memos
The Market Is Waiting for a Surrender Ceremony That Won't Come
IRGC is collapsing from three layers simultaneously. The Iran blockade ends as a process, not an event. Framework for allocators pricing Hormuz…
Mar 28
•
Miyama Capital | Memos
Everyone Asks If Trump Will Strike. Wrong Question.
Trump's 48-hour power plant ultimatum signals exit, not escalation. Three scenarios, one direction. A cross-asset macro framework for what comes next.
Mar 23
•
Miyama Capital | Memos
Iran’s Missiles Did What U.S. Diplomacy Couldn’t
Iran struck six Gulf states and destroyed its own influence. The U.S. gained four structural advantages. China is the biggest indirect loser. Full…
Mar 18
•
Miyama Capital | Memos
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
