Japan

Kyle Bass:

Kyle Bass: "The Next 18 Months Will Redefine Economic Orthodoxy For The West"

Kyle Bass covers three critical topics in this excellent in-depth interview before turning to a very wide-ranging and interesting Q&A session. The topics ...
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If the Japanese Market is Open, They're Selling

If the Japanese Market is Open, They're Selling

by Bespoke Investment Group Anyone who has been watching the Nikkei over the last month has noticed that the Japanese stock market has ...
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Richard Koo:

Richard Koo: "Abenomics' Honeymoon is Over"

Via Nomura's Richard Koo, Divergence in investor behavior fueled virtuous cycle of lower yen and higher stocks More specifically, the sharp rise in ...
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Scott Minerd:

Scott Minerd: "The Canary in the Coalmine"

The Canary in the Coalmine by Scott Minerd, CIO, Guggenheim Partners LLC Early coal mines lacked ventilation systems, so miners brought caged canaries ...
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Japan's Easy Money Tsunami

Japan's Easy Money Tsunami

Submitted by David Howden of the Ludwig von Mises Institute, The Bank of Japan has embarked on one of the most inflationary policies ...
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Sean Corrigan:

Sean Corrigan: "Abenomics is Riddled with Inconsistencies"

Abenomics is riddled with inconsistencies. He wants the world's biggest bond market to sit still while he tells them they are going to ...
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