Ziv wrote:
Your point? Incidentally, when did you move from "Japan is doomed" to "Asia is doomed"? Or is this part of the general "the world is doomed" theme?

Busted!!

Iceland
Greece
Spain
Portugal
Ireland
Argentina
Venezuela
Italy
France

descending into the economic meat…[Read more]

Contradictions?  I've always had a consistent view of India and never been that enthusiastic about the "emerging markets will provide a growth engine to support the global economy" meme. Especially the muppets who thought India was the next big thing after China. The hot FED money that provided access to cheap credit that fueled EM growth is now…[Read more]

Now who'd a thunk it.

World's 10 biggest economies, India at No 3

Japan 4th!!!

Things are going well what with a potential rerun of the Asian Crises just around the corner.

engelorumora wrote:
HI Freckle,

Thanks for that. I get you. Very intersting stuff. I guess the solution would be not to keep large funds in a their bank account then lol

Thanks.

You don't keep large amounts of funds anywhere these days. Todays investing environment is completely different compared to when I was your age. I didn't have to…[Read more]

Ran across this at TP but reposted from here…http://the-japan-news.com/news/article/0000506686

Land prices in Japan rose at 66% of the 150 locations surveyed as of July 1, compared to April 1, reported the Land, Infrastructure, Transport, and Tourism Ministry, the first time since the financial crisis that over 60% of the locations had price…[Read more]

There's a push by investigative journalists to expose tax havens that shield the rich and wealthy.

Trillions hidden in tax havens by super-rich, corporations

That's pushing the wealthy to move their wealth and hide it somewhere else.

Billionaires Flee Havens as Trillions Pursued Offshore

The long and short of it is that while places like the…[Read more]

Cyprus was a tax haven that got caught in the cross hairs of some greedy sovereigns. EU/ECB made Cyprus take a significant haircut on Greece. A little over 12 months later it's broke and in need of help itself. The ECB and other EU countries (namely Germany) made their (Cyprus) banking system divy up much of its depositors hard earned in what was…[Read more]

Watch out for tax havens. They're on a few hit lists of late. Another Cyprus is not out of the question.

walk away. you're being bid up. serious investors never buy this way.

32-Year-Old Homeless Man Found Dead Outside Japanese Arcade

Japan does have a large homeless population—something that visitors are surprised to discover. South Osaka and parts of Tokyo, for example, is populated with cardboard and blue-tarp covered shanty towns (see above). Generally speaking, the country's homeless, however, do not beg for…[Read more]

The YoY vs MoM is simply semantics in the scope of this discussion. There's quite clear evidence that Japans industrial base is under substantial stress.

Bass and hedge funds. I think something like only 5% of HF's have beaten the market to date this year. Something like 80% have not beaten inflation or lost. Bass like other HF's have their…[Read more]

nicpascal wrote:
To date, what has been achieved besides stroking your own ego's?

I use to stroke my ego quite a bit when I was younger then I got married and left that to the missus. As we get older I find I have to do more of the ego stroking of late.

As to what has been achieved well how's Ziv going to become rich and famous if I don't…[Read more]

Dumps release fumes for decades. Good luck.

Re post 81

Can't say I agree on the timing thing although I think we are on the same wavelength to a degree with everything else. They didn't muck around when it came to debasing the yen or shoving truck loads of QE into the system to juice the markets. The reality though is time regardless of cultural norms. They can't do another 30 years of…[Read more]

Ziv wrote:
…The figures showed industrial production jumped two per cent in May from a month earlier and add to an improving trade picture as exports to the US and China surge on the back of a weaker yen.

An improving trade picture……you gotta be kidding me.. 

Japan on Thursday released trade data for the fiscal year through March, which…[Read more]

Ziv wrote:
.A rising number of Japanese firms are expecting profit growth this business year on a weaker yen

Who'da thunk it.

Jeez man. Japanese companies with off shore production and earnings in foreign currency look like their profits are better because they convert it to a debased yen. Problem is their export prices are up, volumes down…[Read more]

Ziv wrote:
…The figures showed industrial production jumped two per cent in May from a month earlier and add to an improving trade picture as exports to the US and China surge on the back of a weaker yen. The rise was the best since December 2011 and beat expectations of a 0.2pc uptick…

How about we try some real information rather than the…[Read more]

Wolf Richter writes some interesting stuff re Japan. He's considerably more objective and realistic than you Ziv even though he is married to a local girl, has family there and speaks the lingo. 

His Blog at Testosterone Pit  makes for interesting reading.

“Limited Freedom Of Speech” For Japanese Bureaucrats To Cover Up The “Dire Fiscal…[Read more]

engelorumora wrote:

Do you think the market will start to move North more once the US banks lending criteria loosens?

Credit doesn't drive the property markets these days. Cashed up foreign buyers initially drove prices after the GFC followed in recent times by hedge funds. That momentum is almost gone and given current moves by Funds to…[Read more]

Nigel Kibel wrote:
What I am suggesting is that b providing farmers with grants it allows us to develop new crops that can be sold to the world

The world has been doing this for 50 years and AU already invests heavily in ag sciences through the CSRIO.

Quote:
There is a real risk that within 20 years we could become a net importer of…[Read more]