How to play the coming Japanese rally
Japan’s big banks give you broad-based exposure to any upward move in equities.
All these cornucopian investment guys live on some dream planet with unlimited, cheap oil, resources, real wealth and exponential growth going on forever. In the real world where the rest of us live we are out of cheap oil, have dwindling resources, and pretend, conjured monetized debt has replaced real wealth. What is more, all the buttons, levers and algorithms of financial alchemy cannot change the permanent phase of compressive contraction that has replaced growth. Unless, of course, these investment guys actually do have a spare planet or two that we can pilfer for the sake of profit as we have this one.
I can't invest in things I don't like or believe in....
Your other Companies mentioned were good picks..
I'm very glad Asians eat Seaweed and Kelp.....Less for us.
I've tried both, they taste like shidt...Same with Squid or Octopus...IMO
But on the other hand we eat twigs and seeds..??
And also Brussel Sprouts, Okra, Asparagus, Cauliflower and Broccoli..
Which of the latter, Neuman on "Seinfeld", deemed as a " Vile Weed."
I would go ahead and have Jack or others, with an umbrella..
But prefer sitting on a deck with it.."under an umbrella."
If somebody brought me a Jack & 7 with a paper umbrella, I'd still drink it.
I love the old reliable mutinationals. Conocco, Disney, McDonalds, J&J, P&G. But, I also like "U.S.only" utilities like PNW.
How about a seaweed farm? Asians eat that stuff. Should be money there.
Just read an Article, within the last couple days....Maybe here??
That the influx of Foreign monies and Investments have risen back to some new highs, after being down a couple years back....Seems the figure was close to $5 Trillion in U.S. dollars..??
Yes, I also agree with that part of Mirage's equation....Or statement.
Forgot about those umbrellas....But Whiskey and Water...Normally do not use them..
Having pared off Nippon Investments several years back, I doubt I'm looking to return??
And dropping all other Asian positions within the last year or so...Probably the same?
But firmly believe being invested in Multi-nationals....That do business in, or manufacture within the countries for consumption...Such as China, India and others..
That alone gives us Foreign exposure, along with a couple others that are.
Don't forget those little paper umbrellas that go into blender drinks. I love those! I have a bag of them. I have a tradition that when I check out of a hotel room on a trip, I leave behind one of those paper cocktail umbrellas. But that's just me.
I'm inclined to agree with MirageGuy. I believe the U.S. markets are up due to inflation and scared foreign investment money fleeing their markets and buying into anthing in the good old U.S. of A.
So, in a way, if Japan starts up the old printing press, that would indeed equate to a rise in their markets.
But . . . . how many wheelbarrows of Deutschmarks does it take to buy one order of sushi?
How to play?
NEVER GET IN IT!
This Jubak is a Know Nothing.
Why would he know anything about Japan.
This soon to be short lived rally which began months ago is already puttering.
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There are some picks in this sector that have excellent valuations and strong earnings growth.
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