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I have a theory that posting half-baked silly ideas as profound theories is idiotic. This one's free, no copyright... BTW, I have actually met that blind JP guy. He's impressive.

Sure, pls bear w/me and I'll offer you my view on this in a little bit.

If I recall our conversation about Santelli, it was never about what Rick got "wrong". It was about why I disagreed w/Santelli and why I didn't like him as a "talking head" on CNBC. At the end of that conversation, this was what you told me: So I am rather unhappy and disappointed that...

Don't worry about them bottles... Strictly speaking, the list on this site isn't just pension funds. Specifically, Yucho (the Post Bank) isn't really a pension fund, although they do own a lot of JGBs. But then so do the megabanks. [B] Yep, agreed... In the case of the BoJ, I am a firm...

It's OK... TT doesn't wanna listen to me on account of me being a Fed apologist and all. There's no point having these discussions with someone who is unwilling to listen to you, because they perceive a bias (real or imagined).

This doesn't have anything to do with me or my shop. And, of course, I can name you the 4 largest Japanese pension funds. GPIF is by far the biggest, followed by Local Govt Officials, which is another public sector one. The largest private ones are Mitsubish, Nissei Life, Dai-ichi Life and...

This is a 100% spot on recommendation...

Are you familiar w/Google? And yes, short yen, long assets (Nikkei, property, etc) this has been the trade since last year. http://quote.tse.or.jp/tse/qsearch.exe?F=listing/Ereitlist

Huh? Firstly, what do you know about the behaviour of Japanese institutional money? Secondly, like I said, the BoJ is buying whatever institutional, retail or funny money is selling, and they are only expected to get more aggressive (especially next year when the consumption tax hike will...

When the BoJ stops buying... You might have to wait a looooooong time.

I understand, amico...

I should add that what they're saying here has more to do with their domestic reform agenda than anything else.

If you can do it for your portfolio, surely you should be able to do it for a hypothetical SPY-only portfolio as well?

A chav is a British derogatory term for a low-class boorish young lout, generally. [B] Yes, but for purposes of our current discussion, in order to compare like for like, we need to use nominal rather than real wages, because we're looking at the nominal cost of the average Thanksgiving...

Well, it's certainly not all we got, innit? We got all sorts of other things, now including the rate at which the cost of them Thanksgiving dinners has been rising. And hell, no, "bruv" ain't no ebonics, it's what chavs use. [B] True dat... Allegedly, median nominal household income in the...

It's NOT a scientific study, but that's what it says on the tin, innit? 'Cause the survey is "informal", like the article sez. BLS methods, on the other hand, ARE scientific, academic, you name it, but, as I understand it, they ain't good enuff for ya. So there's just no pleasing ya, innit...

Nah, I don't think there's anything wrong with your wording. It's just a very big and deep subject, is all I'm saying.

I don't think anyone can answer your question the way it's been posed. It's just really very "big picture".

This seems to be in direct contradiction with this item (from AFBF): http://www.fb.org/index.php?action=newsroom.news&year=2013&file=nr1114.html Cost of Classic Thanksgiving Dinner Down for 2013 WASHINGTON, D.C., November 14, 2013 – The American Farm Bureau Federation’s 28th annual...

Yeah, condors (and the more funky stuff) are tradable, just like regular flies. And yes, Aikin is sort of a STIRs bible.