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Tag Archives: Japan economy

A Little More Local Color on the Japanese System

05-Jul-09

Jesse’s Café Américain
A friend in Japan is updating me on how things are going there.
Its been about ten years since I have worked in Tokyo personally, but everything he is saying is a logical extension of how things were at that time. I am very familiar with the NTT communication system, which was the basis [...]

Theory matters

22-May-09

Some thoughts for friday. Week before the GM is stamped finally “Too Big To Fail”

Japan’s Economy Shrank 15.2% last quarter. Therefore, the U.S. follows japanese 20 year monetary  plan precisely..

history shows us that the sectors that led the downturn are never the ones to emerge as leaders in the next sustainable bull market. Do I [...]