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Turning Japanese
macro-man.blogspot.com - 2/21/2009
Turning Japanese
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Working from home, as Macro Man is doing in the aftermath of his injury, presents a unique set of challenges. While he remains in contact with his colleagues, counterparties, and contacts on a real-time basis (thanks to the miracle of modern technology), it is still all-too-easy to feel out of ...
World Yen Flood
gregor.us - 2/17/2009
World Yen Flood
— gregor.us — The proxy for global industrialism, Japan, is in so much trouble economically we are likely no more... than 90 days away from massive BOJ action. Let’s call it a yen flood. Japan’s ominous GDP data released last night makes this inevitable. ... (more) World Yen Flood

Comments vote down Paul Kedrosky's Infectious Greed found this 2/17/2009found this
krugman.blogs.nytimes.com - 2/26/2009
Turning Japanese
— krugman.blogs.nytimes.com — Adam Posen of the Peterson Institute for International Economics is the go-to guy for understanding Japan's lost... decade. From prepared testimony for a Joint Economic Committee hearing tomorrow (no link): The guarantees that the US government has ... (more) Turning Japanese
Comments vote down Economist's View found this 2/26/2009found this
120 Billion Reasons to Sell the Yen!
wallstreetblips.com - 2/24/2009
120 Billion Reasons to Sell the Yen!
— wallstreetblips.com — This past year, one of the few financial instruments in the world was headed to the moon.... Which one was that? The yen! Yeah, the carry trade unwound which caused money to flow away from high yielding currencies and back into low yielding currencies like the yen. Investors became risk ... (more) 120 Billion Reasons to Sell the Yen!

Comments vote down My Wealth.com My Wealth.com posted 2/24/2009posted this

Blog Reactions

GalaTime:  Readings: China next?, Sound & fury, Thugz advise Tim G.

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Blog Reactions

Readings: China next?, Sound & fury, Thugz advise Tim G.
GalaTime — ... 3) Caveat Dip Emptor. There seems to be a broad feeling across market participants that things must eventually improve and recover, if only by default. Macro Man himself has started to build a “bottom of the drawer” long term recovery portfolio of beaten-down stuff with a limited loss profile. But insofar as we are all turning Japanese, it is perhaps worth taking a longer term look at the original; the Topix made a fresh 25 year low last night. Ouch! ...

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