"Globalization Has Failed" Declaration By USA = MASSIVE Change Is Ahead | Michael Every
TL;DR
Michael Every explains how the collapse of the liberal world order is triggering massive structural changes globally, with Japan's election victory signaling deeper US-Asia integration and the US pursuing a Monroe Doctrine 2.0 strategy rather than retreating to spheres of influence.
🗾 Japan's Strategic Transformation 3 insights
Historic Election Victory Signals Change
Takahuchi won the largest post-WWII victory in Japan, so comprehensive they ran out of candidates and had to give 13 seats to opposition parties.
Japan Faces Unprecedented Economic Challenges
For the first time since the 80s, Japan has persistent inflation, declining population, massive government debt, and wild yen swings that could destabilize global markets.
Military Spending to Triple Under US Pressure
Japan will be pressured to increase defense spending from 2% to 3.5% of GDP as it becomes more deeply integrated with US strategy against China.
♟️ Geopolitical Chess Game 3 insights
Taiwan Remains the Strategic Cork in the Bottle
Losing Taiwan would allow Chinese naval power to project eastward potentially to Hawaii, making it existential for both Japan and US Pacific strategy.
Spheres of Influence Deal Unlikely
Despite theories of US-China-Russia agreeing to respective spheres, the US won't retreat from Asia because Taiwan's loss would fundamentally weaken the American position.
Monroe Doctrine 2.0 Strategy Emerging
Trump is pursuing fortress Western Hemisphere approach while maintaining Asian commitments, pressuring regimes like Venezuela and Cuba while strengthening regional alliances.
🌍 System-Wide Transformation 2 insights
Liberal World Order Collapsing in Real-Time
The previous system of globalization is being completely reinvented, causing massive structural changes across every dimension of life alongside technological disruption.
Financial Markets Face Currency Volatility
Yen carry trades could face catastrophic unwinding if Japan raises rates while the US cuts, potentially causing tens of big figure swings in dollar-yen.
Bottom Line
The collapse of globalization is forcing countries into strategic alliances and military buildups, with Japan's transformation signaling that the era of autopilot geopolitics is over and every major decision now has cascading global consequences.
More from Adam Taggart | Thoughtful Money
View all
Flood Of Home Foreclosures Ahead This Year As "Dam Is Bursting" | Melody Wright
Housing analyst Melody Wright predicts a foreclosure 'dam break' in Q4 2025 as national home prices show their first spring decline since 2011, with inventory surges spreading from the Sun Belt to the Midwest and Northeast while distress sales overtake conventional transactions.
Time For Income Investors To Bargain Hunt? | Steven Bavaria
Steven Bavaria argues his 'Income Factory' strategy targeting 9-10% yields through credit instruments offers equity-like returns with bond-like safety, and believes high-quality BDCs are currently undervalued due to overblown private credit fears, creating rare bargain opportunities for income investors.
What Does The Post-War Future Of The US Dollar Look Like? | Brent Johnson
Brent Johnson argues that despite narratives of US decline, America's military dominance remains unmatched and the Iran conflict reinforces global dollar demand through swap lines, while the shift to an "America First" foreign policy marks the end of the globalization era.
The Bad Times Happen When Market Valuations Are Too Rich...Like Now | New Harbor Financial
Investment advisors from New Harbor Financial warn that US stock markets are at historically overvalued levels, discussing their strategic shift toward international diversification and technical analysis following a sharp market reversal from March lows.