Two weeks ago, I asked if the short yen / long Japanese stocks trade was over.   It appears that, indeed, it is. The Nikkei crashed by over 6% on Thursday, pushing it well into bear market territory.  It’s now down by more than a quarter from its recent highs. And the yen?  It has rallied...Read More

June has been a rough month for a lot of investors.  The investing themes that have done well so far in 2013—everything from U.S. dividend-focused stocks to Japanese small caps—have gone sharply into reverse.   The market has started to get jitters that the Fed’s QE Infinity will actually be quite finite…and it appears that Abenomics...Read More