Tag: JGB’s

The #1 Investment Going into 2014?

What should we expect after eating an exceptionally spicy 3-day-old, reheated “jungle curry” from a Mumbai Street Hawker? Decisions made when investing, trading, and in fact almost any business all center around the calculation of probabilities. Probabilities for some things are easier to determine than others, which is where I’m

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A Conversation with Harris Kupperman – Part Deux

We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world economy, and Japan in particular. ——- Chris: We’re living in a very unique investing environment

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This is Who Will Save The World!

Japan has just shocked the market with…you guessed it, a widening trade deficit. We spilled a fair bit of digital ink explaining why the Japanese Government fiscal situation is a moth in search of a flame. Our complimentary report which you can download, print and doodle on anytime you please…(really we’ll take

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Japan – Like Zimbabwe?

I’m a big fan of buying bombed out sectors, but only where a catalyst to change the environment for the better is evident. Zimbabwe qualified a couple years ago, and still does. Japanese equities certainly qualify today as well. When I look at Japanese equities, the case can certainly be made

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Crescendo of Debt – ¥1,086,000,000,000,000

Questions, not answers are where all thoughts begin. If you’ve come to this blog looking for answers we humbly suggest you leave now. There are countless sites out there offering you the answers. That many of them have been, and continue to be, dead wrong doesn’t matter, they satisfy the perverse need for

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Japan – A Budget to be Proud Of!

We interrupt this broadcast to bring you some terrific news – Direct to you from the BOJ… “Beloved citizens, “On the 24th of December, 2011 the Japanese Cabinet approved a draft budget for the 2012 fiscal year. The numbers reveal that we, Japan, have proved once and for all that

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Japan, Life Insurance Companies and Bedroom Talk…

It must be the stench of an enormous pile of debt that keeps bringing me back to Japan. Like a scavenging mongrel at a rubbish dump, I’m drawn to the pure absurdity that exists in today’s financial markets. Greece, Italy, Ireland, France they’re all running unsustainable finances. The problem is

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