Japan

Well, I have to admit it, this writer counts himself as one of the befuddled. Based on the calls in late June, a number of clients are also in the peer group. So, in terms of the shorter-term market outlook, I’m afraid it is a case of the befuddled leading the befuddled...or not leading the befuddled?

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Bring on the Mystics, Special Situation Research...Correction, Correction, Australian Bonds...The Right Guys Won, The Japan Factor

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Doing the MTA and FAF conferences in May....The polite nods and smiles are waning as the Japanese come to increasingly believe they are scapegoats for America’s economic woes...Even though we think the currency play in the Australian dollar may be played out for a while, the high yields in themselves are very attractive. All in all, we find Aussie bonds to be a comfortable investment area these days.

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Thoughts from the airplane…Two pictures of gold…Is finding values in this market “Mission Impossible?”

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A number of factors have, in recent months, combined to create strong Japanese demand for U.S. equities, especially the known recognizable U.S. names. But keep in mind, attitudes and current conditions can change almost overnight.

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Happy Holidays……Japan International Banking……Remember, patience is a virtue if you want to buy a farm.

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Update on the coming Japanese Oil Patch invasion: We are now even more convinced, it is only a matter of time.…ARFF (Angry Revengeful Frequent Flyers) – You too can be a member!

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We would not be at all surprised to see the Japanese becoming quite active in acquiring foreign oil reserves and perhaps investing heavily in some major oil companies. In this section, nine major reasons are given to support this contention.

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