Seeking Alpha

Japan Smaller Capitalization Fund, Inc. (JOF)

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Instablog posts on JOF

  • Ed Merner on Japan and Korea on Hedge Fund Radio by Mad Hedge Fund Trader
    My guest on Hedge Fund Radio this week is Ed Merner, CEO of the Atlantis Japan Growth Fund (LSE-AJG), who has long been rated the number one stock picker in the Land of the Rising Sun. Ed’s fund, which trades on the London Stock Exchange, is up a decent 54% from the March bottom. When the... More »
    December 8, 2009 • JOF, AAXJ, EWJ
  • Special "End of Japan" Issue by Mad Hedge Fund Trader
    Having spent a decade living in Japan sharing shoe box sized apartments, living on fish heads, rice, and instant ramen, I am something of an authority on that enchanting country. I spent the seventies toiling away learning Japanese, shuffling hundreds of flash cards whenever I rode the train or... More »
    November 8, 2009 • JEQ, JOF, DNL
  • Good Stock Picks Are Few in Japan by Mad Hedge Fund Trader
    As much as I want to find a trade in Japan and therefore have an excuse to go there again, my searches have recently come up empty. With America maintaining its lead in innovation and the creation of new business models, and China taking over the world’s low end manufacturing, it is hard... More »
    November 8, 2009 • JEQ, JOF
  • Japanese Small Caps Best Bet for "Window of Opportunity" by Beacon Asset Managers
     We have commented more than once (most recently in our Aug. 27 Seeking Alpha article) that Japan's demographic picture has been dreadful since its Consumer Spending Cycle peaked in the late 1980s (1948 peak births plus 40 years). The country does have a demographic "window of... More »
    September 4, 2009 • JOF, EWJ
  • There's a black Swan Coming Out of Japan by Mad Hedge Fund Trader
    Japanese Prime Minister Taro Aso’s call for national elections on August 30 is setting up a potential “black swan” type event. His Liberal Democratic Party (LDP) has ruled for all but 11 months of the past 55 years. But his party’s 18 year effort to spend itself out of an... More »
    July 29, 2009 • JEQ, JOF, DND
  • Why the US Will Not Become Japan by Mad Hedge Fund Trader
     I drove over the Benicia Bridge today, passing over ships unloading Toyotas from Japan. The company’s entire product line was there, from Lexus to Prius to Corolla, baking in the sun, still wrapped in plastic, and unsold by the thousands, the victims of a 40% YOY sales drop. So it... More »
    July 15, 2009 • JEQ, JOF, DNL
  • Stay Away From Japan by Mad Hedge Fund Trader
    It’s sad to see a once great country fall on hard times. It’s like watching a formerly leading hedge fund manager apply for food stamps. I’m talking about Japan, which in 1989 boasted the world’s most valuable stocks, largest banks, and strongest currency. Oh, how the... More »
    June 30, 2009 • JEQ, JOF, AAXJ
  • Japan and the Financial Crisis: Déjà vu? by Forex Traders
    In many ways, the U.S. recession of 2008-2009 resembles Japan’s own economic debacle in the 90’s and beyond. An overly confident national mood, appreciating asset prices, coupled to a ballooning real estate market and a heavily indebted corporate sector were the triggers of the long... More »
    June 15, 2009 • DNL, JEQ, JOF
  • The Sushi Market Crashes by Mad Hedge Fund Trader
    The sushi market has crashed. Premium blue fin tuna for sale at Tokyo’s Tsukuji fish market, where I once lived next door, have seen prices drop 30% in the past year. The monster 500 pound frozen fish, which in better times fetched as much as $60,000 each in open outcry auctions, have gone... More »
    June 9, 2009 • JEQ, AAXJ, DND
  • Are We Entering the Lost Decade? by Mad Hedge Fund Trader
    For me it’s déjà vu all over again. When I traded the Nikkei during the nineties, every market rally was capped by a predictable flood of new equity issuance by cash starved, undercapitalized Japanese banks. It sucked the life out of the market for a decade, confining it to a... More »
    June 3, 2009 • JEQ, JOF, AAXJ

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