Tag Archives: Japan

Bill Gertz discusses China-Japan conflict

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Japan Press: “China-Japan War To Break Out In January”

Following China’s unveiling of its air defense identification zone (ADIZ) in the East China Sea, overlapping a large expanse of territory also claimed by Japan, the Japanese media has, as The Japan Times reports, had a dramatically visceral reaction on the … Continue reading

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You Never See the Black Swan Event Coming

Whatever event starts the collapse of our economy, we probably will not see it coming. Two weeks ago, China was not a consideration as most bets would have been on a conflagration in the Middle East. China’s saber rattling could … Continue reading

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Japan, Russia agree to cooperate on security as China rises

Japan and Russia held their first joint defense and foreign ministers’ meeting on Saturday and agreed to boost security cooperation in the Asia-Pacific as they both warily watch neighboring China’s rising influence. Japan and Russia have never signed a treaty to mark the end of World … Continue reading

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A Quadrillion Yen And Counting – The Japanese Debt Bomb Could Set Off Global Panic At Any Moment

How much is 1,000,000,000,000,000 yen worth?  Well, a quadrillion yen is worth approximately 10.5 trillion dollars.  It is an amount of money that is larger than the “the economies of Germany, France and the U.K. combined“.  It is such an … Continue reading

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Caroline Kennedy Exiled?

In May, 2012, the following information concerning Caroline Kennedy’s opinion of the Obamas was released from Edward Klein’s book “The Amateur”: “Through these [spies that the Kennedy family has in the Obama administration] and other people, Caroline heard back that there … Continue reading

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Asia Crumbling; China’s Worst 2 Days In Almost 4 Years, Nikkei 450 Pts Off Session Highs

Things are getting a little out of hand in Asia once again. China’s Shanghai Composite is down 3.7% at the break for its biggest 2-day drop in almost 4 years (-8.9%) and Japan’s Nikkei 225, after staging a solid come-back has … Continue reading

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Global Risk Off: Nikkei Plunges 700 Points From Intraday Highs, Whisper Away From 20% Bear Market Correction

That deep red premarket color on your terminal means it must be a non-Tuesday. Just kidding. Anyone expecting Abe to announce definitive, material growth reform instead of vague promises to slay a “deflation monster” last night was sorely disappointed. The … Continue reading

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Nikkei Plunges Another 5% But “Unsourced” Stick Save Arrives Just In Time

One look at the 5%+ plunge in the Nikkei overnight and one would be allowed to wonder if this was it for Abenomics: with a 15% drop from recent highs, and the TOPIX Real Estate index down by more than … Continue reading

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Japan’s Nikkei drops another 5%

There are many correlations between the Japanese and American economies: 1. Both import a majority of their petroleum requirements. 2. Both economies are based in capitalism. 3. Both nations have over a 100% Debt to GDP ratio. 4. Both have … Continue reading

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Where Should We Focus Our Attention?

The administration and media direct our attention (and efforts) to minimize our efforts to maintain Liberty and the rule of law. A good example is the IRS scandal which is diverting attention from Benghazi. Regardless of this misdirection, we should at … Continue reading

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Japanese Bond Market Halted At Open As Selling Purge Goes Airborne

Japanese government bonds (JGB) futures have been halted once again this evening as the market opens down over 1 point. 10Y yields smash 11.5bps higher to 1.00% and 5Y yields add 6bps to 47bps. These are quite simply unprecedented moves … Continue reading

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Japanese Government Bonds Halted Limit Down; Yields Spike To 10 Week High; Worst Day In 5 Years

It appears things are getting a little out of control around the world. Between the collapse in JGB implied volatilities in recent days, today’s melt-down in JPY (+255 pips from pre-open US levels), the last few days melt-up in the Nikkei (+6.8% … Continue reading

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Japan Steps into the Void

In the years following the global financial crisis, economists and investors have gotten very comfortable with very high, and seemingly persistent, government debt. The nonchalance may be underpinned by the assumption that globally significant countries that can print their own … Continue reading

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Time to Convert Fiat Currencies to Gold – Part 1

Japanese Retirees Will Lose Up To Half Of Their Life Savings While Kyle Bass notably remarks that pinpointing the end of a 70-year debt super-cycle is naive, the combination of the resurgence of nationalism (impacting trade with China) and the … Continue reading

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