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  1. Mizuho drinking & selling the kool-aid, sees Topix at 1,400 by year-end, that's +50% on top of gains http://tinyurl.com/lv2qhd (Japanese)
  2. 個人株主が初の4000万人超、外国人保有比率は過去最大の低下 JP retail investors =40M+ for 1st time; 20% mkt; overseas hldrs fall most ever; 23.6% (Reuters Tokyo)
  3. Robert Feldman: "What Japan Got Right" http://tinyurl.com/ktotln Separately, BoJ just raised economic outlook but stock correction underway
  4. In Marc Faber we trust: http://tinyurl.com/kqspfx. Many thanks to The Daily Reckoning
  5. Rising oil and long bond yields: evidence of recovery or roadblock on horizon? Enter stagflation ... Re. JP: consider $EWJ short, $FXY long
  6. Thanks, but no thanks really; an act of desperation by KKR? http://tinyurl.com/lhf8n8
  7. GoJ increasingly unlikely to prop up equities, and big hedge funds going short, while individuals eye overseas yield --- profit-taking time?
  8. 景気の回復を先取りしているにすぎない米株式市場が思わぬ急落に見舞われても不思議ではなく、米株に連動する日経平均株価もこの先下落する危険性がある。 [MUFJ Sr. Strategist warning] http://tinyurl.com/m65vsg
  9. MUFJ Trust Sr. Strategist questions the optimism in U.S. equities, says mkt hasn't factored in effects of GM-related unemployment ....
  10. New blog post: A look at Japanese stock valuations http://bit.ly/haaH6
  11. @prieur the Grantham interview was pretty good but I get the sense that bureaucracy and inflexibility of MFs still stung clients nonetheless
  12. Japan retail sales decline for 8th consecutive month in April; among the very few bright spots: auto accessories (not "parts") ...
  13. Markets pretty quiet with holidays in US and UK. Perhaps just more status quo for North Korea. Even gold not impressed. #northkorea
  14. Yen eases slightly against US$, last at 95.16 in Tokyo. Desensitized to North Korea threat? Yen $FXY remains tough call! #northkorea
  15. Geopolitical risk (N. Korea nuke test)? What risk: Seoul rallies late to close -0.2%, N225 +1.3%, Hong Kong HSI +0.4%, Shanghai Comp. +0.5%
  16. JP no plans at present to intervene in forex; 為替介入、現時点でまったく考えの外=与謝野財務相 http://bit.ly/CCv9x
  17. もうはまだなり、まだはもうなり、その通りだ。 http://bit.ly/I1d6T
  18. More Japanese getting Jim Rogers' message about farming ... http://bit.ly/tixRh
  19. As of Sept. '08 foreign investors held 7.9% of JGBs vs. 50%+ for US Treasuries http://tinyurl.com/qpahvr
  20. Meaning behind Fitch cut to Japan's external credit rating? Local rating actually upped! All eyes on US AAA. $FXY a tough call...