Helloooooooo Kitty!

All of a sudden everyone’s obsessed with Japanese equities.

Now we all think the printing presses are creaking to life with a new inflation target of between 2 and 3%. And we all think this money printing – a last-ditch effort before the last of the Japanese workforce gets into adult diapers – will benefit the Nikkei’s stocks, specifically the shares of the big exporters.

Okay then.I gotta tell ya, in 15 years I haven’t seen so much excitement about Japan in my 15-year career.  Probably because every rally has been a letdown, each breakout a false one.

But people are pumped. Traders, macro guys, you name it – people are freaking the f**k out for the Japan thesis.

Please read the following to get up to speed on the new new hotness…

Missing The Big Japan Story (Tim Duy’s Fed Watch)

Nikkei hits 9-month high as Abe takes over as prime minister (Reuters)

The Biggest Economic Policy Story In The World Is Happening In Japan (Slate)

Yen Falls To The Lowest Since April 2011 As Abe Goes ‘Activist’ (ValueWalk)

Jeff Gundlach’s New Trade Idea Is Killing It (Business Insider)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. https://thenaturalpenguin.com commented on Sep 17

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  2. sex commented on Sep 18

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  3. Making Money Online commented on Sep 21

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  4. PI News Wire commented on Sep 24

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  5. sex stores near me commented on Sep 25

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  6. blazing trader commented on Oct 04

    … [Trackback]

    […] Find More here on that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  7. DevOps commented on Nov 02

    … [Trackback]

    […] Here you can find 53182 additional Information on that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  8. Los Osos IGoDating commented on Nov 09

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  9. hotels in orlando commented on Dec 15

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]

  10. lace front wigs commented on Dec 17

    … [Trackback]

    […] Here you can find 16352 more Information on that Topic: thereformedbroker.com/2012/12/26/helloooooooo-kitty/ […]