What If China Rolls Over? Lessons From Japan
“I would have never guessed that Japan’s commodity usage held up so strongly following the bursting of their financial bubble.”
Category: japan
Look, Abe And Aso Are Real Sorry For Doctoring Those Goddamn School Papers, Now Can We All Just Get Back To Buying Some Stocks Please?!
Don’t worry, he’s got it under control.
Overnight: Yen-Sanity
It was all about the yen overnight. Again.
Japanese Stocks Crash At The Open, Volatility Explodes Higher
Asia is open.
And it is not pretty.
Japanese Stocks Routed, Kosdaq Collapses As Global Stocks React To Wall Street Turmoil
So you tell me: “healthy correction” or “global rout”?
Stock Selloff Goes Global – Let’s Hope This Improves Overnight
Irrespective of how things pan out, this is indicative of how quickly things can go awry.
BoJ Wants You To Know They Are Not The Black Swan You’re Looking For
This might seem esoteric, but to the extent you care about Albert Edwards’ thesis with regard to whether a surprise BoJ tightening and the yen appreciation it would entail could end up being the black swan everyone is looking far and wide for, this is something you should probably keep an eye on.
JPMorgan: Buy The Prospective Dip
There you go. If you see a dip, you buy it. Immediately.
Some Folks In Japan Were Ready To Buy Some Goddamn Stocks After The Holiday
Throw in a little of Kuroda’s patented Tinker Bell dust and the fact that margined Japanese FX traders are sitting on a ¥3.2trn unrealized gain in Bitcoin, and you’ve got a recipe for … well, for more mania.