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Japan
Another week goes by without a resolution to the fiscal cliff crisis, but to adapt a line from Dr. Strangelove, investors have learned to stop worrying and love the cliff. Statements from the White House and the House of Representatives have stopped moving the market, and investors have gotten back to their usual routine of...
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All subcultures have their rites of passage.  Marine recruits have basic training.  Fraternity boys have hazing.   And macro traders have the Japan short. It seems that you’re not part of the club until you’ve lost money shorting Japan bonds or, more recently, the yen. You’ll do it for all the right reasons, of course.   We...
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He is too much of a gentleman to do it, but if there was ever a money manager who could say “I told you so” it would be Jeremy Grantham of GMO.  Grantham and his team warned of the dangers of the 1990s tech bubble years before it burst, and warned of the consequences of...
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Listen to Charles Sizemore talk about the fiscal cliff, Grover Norquist, the possible break up of Spain, and the short opportunity of a lifetime in Japan with Dean Barber and Bud Kasper on Planning for Prosperity Radio. If you cannot view the embedded media player, follow this link: Planning for Prosperity. Related post: Japan is the...
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The fiscal cliff has been getting most of the media attention these days.  And when not fretting over U.S. political gridlock, investors have turned their attention to Europe. But the real crisis brewing—and the one that no one seems to notice—is in Japan.  The land of the rising sun is a ticking time bomb, and...
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