February 23, 2010 | Posted by

Japan – Past the Point of No Return

Japan – Past the Point of No Return – By Vitaliy Katsenelson

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Short URL: http://ContrarianEdge.com/?p=2151

  • Hotelivory

    For the money you'll make speculating against the Japanese yen, I would suggest to spend a part to buy a yacht and call it “Negative Carry”

  • http://www.facebook.com/vkatsenelson Vitaliy Katsenelson

    I agree, as long you finance it by borrowing in Japanese yen.

  • fjm222

    Enjoyed the presentation and have been interested in this situation for a while. As it pertains to the Yen, do you think that the BOJ could keep the currency from tanking by selling the huge inventory of treasuries that they own.

Recently Commented

  • Capitalistic: Great article.
  • Mike Derbyshire: With respect to your last line – yes – anyone can make a mistake – however –...
  • jason klein: Good article. Your book rocks.
  • David: Vitaliy, As a firm that currently does not own AAPL for clients, I thought this was an excellent article....
  • goatwig: Great piece except the part about “short run stock movements are random and require no skill to...

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