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Things to to to better U.S. economy: 1. Correct the huge and unsustainable fiscal deficit. Like it or not it is corrently financed in large part by Japan and China who are feeling increasingly comfortable financing the U.S. profligate:D 2. The Fed should act according to its founding...

I do believe that the bond yields will shoot up quite soon.

"Inflation is high right now, but where will be 1 year from now?" Even higher:D There is no way the government's 2% core inflation can be true (well if you don't eat, don't travel and don't use anthing metallic:D). WHy are long term treasury bonds are not following commodities moving...

Well said. I agree with that

I take the oil price in euro is dropping back:D that was my bad. I meant that Japan was Under Stimulation (i.e. japan is being stimulated) for the whole 2 decades of near zero interest policy. I don't have exact figures and i probably won't de any research into this (i'm not getting...

Oh there is a huge difference between EU & Japan policy to that of U.S. EU just had their new currency for about 7 years now, they will do anything to fight off inflation and protect the value of their Euros (they are smart:D). Funny thing is that if you price Oil in Euros, the price of...

How does the difference between Chinese and Japanese relate to inflation? I don't get it.....

Sorry but because money supply has grown out of control. It has grown out of control so much that Fed decided to stop pubilshing M3 money supply at all....

U.S. still is and probably would remain the only dominant military super power in teh world. But its economy is actually quite weak as most if it is supported by "financial services" as opposed to hardcore production of Europe & Japan. I mean in the states u hear more about Goldman Sachs...

Most commodities are already quite expensive, an indication that people are not blind stupid to irresponsible government policies. I'd say you are super smart if you bought tons of commodities back in 2000 when everyone went jumped into U.S. securities. But I would feel quite uncomfortable to...

http://www.youtube.com/watch?v=SJ_qK4g6ntM&feature=related

I bought a basket of them with about 50/50 split between residential and office real estate. Including Re Plus, Joint, DA office, MID REIT, Nippon Residential, eAsset (now LaSalle japan) etc.

"Value investing may ass" I respect your language style:D I respect all the smart sophisticated people who can read off charts/follow trends/do fancy technical analysis and still make money. I'm just looking for some similar minded value investers (oh god forbid!) to share their...

I am a faithful disciple of Ben Graham. I seek long term investments in undervalued asset classes with sound fundamentals. I am trying to diversify my mostly U.S. dollar cash assets into diversified undervalued asset classes. I am hoping to achieve excellent results in long term. Please...

I remain skeptical. Japanese banks getting hit hard by sub-prime is to me wishful thinking of their wall street counterparts. Traditionally japanese banks derive almost all of their revenue from bank loans & interests (the most basic function of bank). They are far less sophisticated &...

If China let their Yuan rise against the dollar "naturally", we could see it appreciate 200% easily. If that happens, it would be really bad news for us. (think about ur wealth reduction to 1/3 in terms of purchasing power).

Keynes is DEAD.... in the long term...... Now is the long term so Keynes (and his Keynesian economic policy of government intervention)..... is also dead...... Small government + free economic environment --->> long term economic prosperity Big government + restrictive economic policies...

this website is quite informative http://www.ares.or.jp/jreit_e/index.html

Japan's land prices have been falling for 17 years, but prices in central Tokyo have started to rise since 2005. There are 41 listed J-REITs on Tokyo stock exchange, more than half of them are trading at below their net asset value. I believe the fall of J-REIT is caused by cash stripped...

Japan's land prices have been falling for 17 years, but prices in central Tokyo have started to rise since 2005. There are 41 listed J-REITs on Tokyo stock exchange, more than half of them are trading at below their net asset value. I believe the fall of J-REIT is caused by cash stripped...