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  1. New blog post: Japanese individual investors saying no thank you to JGBs http://bit.ly/1iHh119:15 PM Nov 4th from bit.ly
  2. Toyota $TM (7203) ups fiscal yr production forecast to ~7M vehicles, closer to the 7.1M sold last fiscal -- Yomiuri （日本語）http://bit.ly/cI40R4:47 PM Nov 3rd from bit.ly
  3. 米CITグループ破たんの影響は織り込まれた格好だが、NY市場のリバウンド力は鈍く、雇用統計の通過待ちととなっている。そのため東京市場も若干のリバウンドこそ期待されるものの、1万円大台回復は厳しいであろう http://bit.ly/16gTxn3:59 PM Nov 3rd from bit.ly
  4. Jim Rogers warns of currency crisis over next year or two; says he has some long exposure to yen http://bit.ly/43bWg79:58 AM Nov 2nd from bit.ly
  5. Nikkei (-2.6%) and yen ($1/Y90.03) race in different directions on news of CIT bankruptcy; モーニングスター http://bit.ly/3JqqVB5:13 PM Nov 1st from bit.ly
  6. New blog post at Investing in Japan: Domestic and overseas factors a plenty for Japan http://bit.ly/3RJMrk5:50 AM Oct 26th from bit.ly
  7. Another BFF, 106 ytd, and hundreds of zombies http://bit.ly/3R4YID　(金曜日の米銀行破綻：　１０６行目、まだまだ続くだろう。)6:12 PM Oct 23rd from bit.ly
  8. iShares Japan EWJ $EWJ longs taking extra hit today on yen weakness; the ol' double-edged sword I used to write about http://bit.ly/4awlrP11:13 AM Oct 23rd from bit.ly
  9. 原油価格上昇で、オイルマネーの買い復活 (モーニングスター) http://bit.ly/3V19707:14 AM Oct 23rd from bit.ly
  10. NRI's Richard Koo aptly warns on stimulus exit timing; despite 0% rates, no borrowing [NB: couldn't get them anyway] http://bit.ly/3TL5tp12:04 PM Oct 22nd from bit.ly
  11. Dollar declinism overblown -Economist http://bit.ly/3Q848m Maybe but debt -> dilution -> depreciation; as Buffett has said, selling away USA11:09 AM Oct 22nd from bit.ly
  12. 木下晃伸: 日本への魅力は低下せざるを得ない [...]日本郵政の西川氏が辞任されました。それは、日本にとって「国家の損失」に匹敵するものだ .... (Investing in Japan: 大賛成!）9:32 AM Oct 22nd from web
  13. New blog post: Relief for Japanese exporters? http://bit.ly/4iun4n10:41 AM Oct 20th from Twitter Tools
  14. New blog post: Global Central Bank Rates - October 16, 2009 http://bit.ly/D27fJ3:02 PM Oct 17th from Twitter Tools
  15. New blog post: Top Foreign Holders of U.S. Treasuries http://bit.ly/T1Q1q12:25 PM Oct 17th from Twitter Tools
  16. The safest places for bears are the worlds of academia, journalism and consultancy (Economist) http://tinyurl.com/yk7dm5c10:33 AM Oct 3rd from web
  17. Nomura $NMR JP:8604, -7%+ 10AM NY, 5% lower than Tokyo limit-down (-16%), so 30% planned dilution now about 20% reflected in stock price.7:13 AM Sep 25th from web
  18. New blog post: Knuckleheaded Nomura http://bit.ly/S0amT6:08 AM Sep 25th from Twitter Tools
  19. The deleveraging that many have long predicted hasn't really started; gvt debt has simply substituted for private-sector debt. The Economist9:09 AM Sep 24th from web
  20. Tokyo Stock Exchange reopens, climbs; no help thus far in NY; $EWJ big tease in A.M.; mirror image to 10:45 of yesterday's 2 p.m.-to-close.8:15 AM Sep 24th from web