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  • The Return of Japan's Zombie Finance [View article]
    Great article and overview, despite how grim the outlook!
    Oct 21 20:19 pm |Rating: +1 0 |Link to Comment
  • Japan: DPJ's First 100 Days (Part II) [View article]
    Wow, awesome review of a complicated situation. Many thanks.
    Cheers from Osaka,
    john
    Sep 01 09:19 am |Rating: 0 0 |Link to Comment
  • Investing in Non-U.S. Stock Markets [View article]
    Greetings. I always enjoy your posts.

    The world map appears to have an incorrect key. It seems the emerging and developed non-U.S. markets are switched.

    Cheers from Osaka,
    john
    Apr 28 09:45 am |Rating: 0 0 |Link to Comment
  • Japan's LDP: Let Them Eat Cake [View article]
    Mr Huangjin,
    Mr. Whitten is not not oblivious to these trends, i can assure you.

    Nice piece once again. i am sure no one would welcome a bull more than you, so you words ring true in contrast to Barron's.

    When the bull does come, I wonder if we could have a repeat of 2005 with a strengthening nikkei and a weakening yen?

    itsudemo benkyou ni natte imasu!

    Thanks from Osaka.

    john
    Nov 27 22:04 pm |Rating: 0 0 |Link to Comment
  • Yen Carry Trade: Dire Threat or Poltergeist? [View article]
    Wow, that is very fascinating and detailed information, Mr. Whitten. Thanks.

    Can you tell on a daily basis when they are in action? Are they mainly buying u.s. treasuries?

    I really appreciate your posts. they are the most valuable ones on japan.

    Best wishes,
    john
    Nov 20 03:02 am |Rating: 0 0 |Link to Comment
  • Yen Carry Trade: Dire Threat or Poltergeist? [View article]
    So how much bread does the MOF/BOJ have to throw into such protective actions? With debt at 176% of GDP how much can the manipulators manipulate in your opinion? Their track record is not stellar, is it?

    cheers from osaka,
    john
    Nov 19 05:38 am |Rating: 0 0 |Link to Comment
  • Will Crashing Chinese Stocks Mean a Yen Rally? [View article]
    Thank you, Mr. Whitten.

    I see, you mean in terms of exporter losses. I recall the 2005 rally with EWJ standing floating dead in the water due to a weakening yen.

    i look forward to more of your commentary. An article about japanese real estate would be very welcome, indeed. Also, any opinions you have about the j-equity options market would be fantastic.

    yoroshiku onegaishimasu
    thanks!
    john
    Jun 02 00:47 am |Rating: 0 0 |Link to Comment
  • Will Crashing Chinese Stocks Mean a Yen Rally? [View article]
    Greeting from Osaka,

    Thanks for your post. I am not sure i get this bit:
    "That said, Japanese ADRs with high US dollar and Euro exposure are the last thing you want to be buying during a yen rally,"

    Don't ADR's benifit from favorable currency differenials? I thought a rising yen would boost dollar denominted ADR performance. I must be missing something.

    Cheers,
    john
    May 31 02:05 am |Rating: 0 0 |Link to Comment
  • BoJ Holds at 0.5%, GDP Slows, Nikkei Trades Slightly Lower [View article]
    Man, this country just can't get it together. Some day there will be a raging bull again. But it ain't going to be anytime soon.

    Mr. Towns, do you cover real estate? Can you do something on j-reits?

    Thanks for your analysis.

    Cheers from Osaka,
    john
    May 17 09:15 am |Rating: 0 0 |Link to Comment
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