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Explanatory writing

Notes, not marketing.

Occasional writing on execution, tax, microstructure and risk. Every post is written by the desk and signed by a named author.

30 June 2026
Research

JPX microstructure shifts — H1 2026 review

How we interpret rising PTS trading in Japanese equities alongside falling dark-pool participation on TSE Prime.

12 May 2026
Tax

Who should — and shouldn't — choose withholding Tokutei Kouza

A decision tree that begins with a simplification: three-year realized-gain annual average, marginal bracket, and tolerance for filing complexity.

5 April 2026
Execution

What "slippage" actually measures

Median slippage is not the single metric for broker selection. Definition, caveats, and an open share of our data.

18 March 2026
Macro

The BOJ policy shift and the yen — practical implications

A transparent share of internal-operations changes we made after the March 2026 BOJ statement.

22 February 2026
Compliance

Non-resident e-KYC — what actually works today

We rebuilt non-resident onboarding since December 2025. What changed and why.

9 January 2026
Engineering

WebSocket API v2 — what's new and what breaks

We're winding down v1 in phases and moving to v2 (through June 2026). Migration guide, breaking changes, latency benchmarks.

15 December 2025
Markets

JPX performance in 2025 — a sector-by-sector breakdown

TSE Prime sector returns, Nikkei 225 constituent turnover, and the macro catalysts we're watching in 2026.

3 November 2025
Risk

Correlations Japanese retail traders are not managing

The correlation lift we frequently find in our weekly risk frame — despite portfolios appearing "diversified".