For those that don’t know the origin of the title of this post, which I’m sure almost everyone has heard before, the phrase “something wicked this way comes” is originally from William Shakespeare’s play Macbeth. More appropriate for purposes of this post is its role as the title of a Ray Bradbury novel penned in [...]
February 26, 2013 By Leave a Comment
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 at present. Frankly when I [...]
August 23, 2012 By 3 Comments
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 no offense, just be sure [...]
April 5, 2012 By 2 Comments
Japan – Like Zimbabwe?
We’re big fans 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 that they fall into the [...]
March 15, 2012 By 3 Comments
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 people to have all of [...]
