Why This Is a Sustainable Rally and We Are in a Bull Market [View article]
I'm not sure why I should be so much more bullish about foreign economies than I am about the US. They are all dependendent on the US consumer. Also, your argument is dependent on a weak dollar - which makes it a lot less compelling.
Harry Dent's Outlook on Demographics, Debt and Deflation [View article]
Harry Dent's book, "The Roaring 2000s," predicted that "we are on the brink of the most exciting boom period since the Roaring 20s." What we saw was a 50% decline in stock prices (in real terms) - one of the worst 10-year periods in history. Dent bases his theory on the fact that stock prices followed population trends during one single peak to peak episode. Unfortunately, we do not have enough data to test his theory during any other episode of population expansion or contraction. Although his theory is intuitively attractive, statistically, it is nothing more than an interesting coincidence.
Is the U.S. Heading Toward a Japanese-Style Lost Decade? [View article]
When are people going to stop asking if we will have a Japanese style lost decade and realize that we already did!? As you point out, it wasn't actually so bad for the average Japanese citizen because they got a significantly lower cost of living out of it and most of their export industries remained competitive. We have lost much more in the currency and higher cost of living than we did in the stock market or the housing collapse.
Manic-Depressive Economy in a Bipolar Market [View article]
External data is actually far more important. Japan follows the OECD leading indicators. Even the US bond market is a better indicator for Japanese stocks than the Japanese Bond market. Watch the local credit spreads, though. Also I like to keep track of the small-cap vs large-cap indeces. You can use ETFs: JOF/EWJ. Post the 80's bubble, small caps have lead every sustained upturn, and have been trounced in every sustained downturn.
Why This Is a Sustainable Rally and We Are in a Bull Market [View article]
Deep Value Abounds [View article]
Harry Dent's Outlook on Demographics, Debt and Deflation [View article]
Is the U.S. Heading Toward a Japanese-Style Lost Decade? [View article]
Manic-Depressive Economy in a Bipolar Market [View article]