The Case for a Sovereign Debt Default in Japan – Kyle Bass
By Contrarian
Published: August 23, 2010
Dr. Duru submits: Hedge fund manager Kyle Bass, managing partner at Hayman Investments, earned his claim to fame by predicting the crash in housing prices and the financial crisis that would follow.
Top Five Economic Graphs of the Week
By Contrarian
Published: August 20, 2010
Econ Grapher submits: This week we look at the Q2 GDP results for Japan and Taiwan, getting a gauge on how these two key Asian economies are tracking in their recoveries. Then onto the US where we look first at the industrial production results, which are a tad paradoxical, and then at the PPI stats which may be pointing to margin compression.
Speculation of Further Monetary Easing in Japan
By Contrarian
Published: August 19, 2010
RANsquawk submits: Overnight News ASIA Complete Story ?
Kyle Bass Betting Against Japanese Government Bonds
By Contrarian
Published: August 19, 2010
Market Folly submits: Kyle Bass of hedge fund Hayman Advisors has a very dim outlook on parts of the world. In a recent interview with CNBC, Bass laid out his themes his hedge fund is playing and positions they’ve taken as a result.
2 Ways to Profit From a Reduction in the Yen
By Contrarian
Published: August 17, 2010
Andrew Horowitz submits: For Japan, there are billions of reasons that the rise in the Yen needs to be stemmed. Most recently, Toyota ( TM ) and Honda ( HMC ) announced that they would be working at a deficit if the yen were to appreciate to $85/dollar
Asian Tech Stock Weekly Review (August 9 – 15), Part I
By Contrarian
Published: August 17, 2010
Japan Hardware • Hewlett-Packard ( HPQ ) Japan Ltd. has been ordered to pay around 23 billion yen in additional tax for its alleged failure to declare about 47 billion yen ($544.8 million) in taxable income in Japan over two years through October 2006. The Japanese unit of the US computer maker has apparently challenged the claim.
Japan to Be World’s Third Largest Economy: Good News
By Contrarian
Published: August 17, 2010
“China poised to pass Japan as world’s No. 2 economy,” reports CNN.com .
BoJ LLC: The Problems With FX Intervention
By Contrarian
Published: August 17, 2010
Macro Man submits: As regular readers will know, Team Macro Man detests currency piss-taking, especially from the likes of Voldemort and the dark side of the force.
Japanese Economic Problems Are Positive for the Yen
By Contrarian
Published: August 16, 2010
Andrei Tratseuski submits: The growth in Japan has put a pressure on the risk appetite in London Session.
Japan’s Economy Shows Limits of Keynesian Policies
By Contrarian
Published: August 16, 2010
Daryl Montgomery submits: Second quarter GDP figures show that the Japanese economy has fallen behind China’s and is now only the third largest in the world.
