May 6, 2012
This week I have something a little special for you. It is my
not-quite-annual update on what's been going on in Japan!
Over the years, I've tried to keep up on the political narrative of
what has been happening there. It seems like nobody else is.
7, 2010: Japan 2010: Can't Get Out of Their Rut
26, 2010: Question About Japan
1, 2009: Japan's New Government
26, 2009: The Japan Baloney
24, 2008: Japan: Silly Self-Destructive Behavior
May 18, 2008: Japan: Tax Hikes are No Fun
May 11, 2008: Japan: Now What Are We Going To Do?
21, 2008: Japan -- WTF is Going On Here?!?
April 13, 2008: This Is So Not Like Japan
Indeed, even sophisticated investors with an eye to the Japanese
government's eventual default/inflation seem to be a bit puzzled as
to what the finances really are. So, this year, instead of a
political narrative, I decided to focus instead on assembling some
background numbers and information about the financial situation
there. I hope you like it.
Click here to read "Japan
2012" in .pdf format.