Tag: Japan

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Exclusive Interview with Guy Spier of Aquamarine Capital

From Manual of Ideas. For free trial of The Manual of Ideas go to http://www.manualofideas.com/pmr.html. Exclusive Interview with Guy Spier, CEO of Aquamarine Capital, Zurich, Switzerland, November 18, 2011 (~47 minutes, some good Thanksgiving day watching). In the interview, Guy Spier, toted […]

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Kyle Bass ‘Japan is Doomed’

The 2011 University of Virginia Investing Conference was held November 10th & 11th at the Darden School of Business. This year’s theme was “The Political Cycle, Political Change and Investing. In this video, Kyle Bass, Managing Partner of Hayman Capital […]

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Wilbur Ross with More on Japan

Wilbur Ross further details his reasons for being bullish on Japan. 36% of Japanese subsidaries’ earnings come from emerging markets. Japanese stocks are trading around book value He has not too concerned about the high price of the Japanese yen. […]

Wilbur Ross: Very Bullish on Japanese Stocks

Wilbur Ross: Very Bullish on Japanese Stocks

Wilbur Ross, Chairman of WL Ross & Co, says the Japanese market is the most liquid in the world. Some quotes: “While we’re operating more in China and other places, now we think Japan is probably the most attractive of […]

VoxEu: Public debt in the Eurozone, Japan, and the US

VoxEu: Public debt in the Eurozone, Japan, and the US

Reprinted with permission By Charles Wyplosz, Professor of International Economics at the Graduate Institute, Geneva; Director of the International Centre for Money and Banking Studies. CEPR Research Fellow Europe’s debt crisis is unfolding while Japanese and US debt problems are on hold. The […]

Risk of global recession; Big Disconnect; Japan, Vow to Cut; Budget math; joblessness; Lagarde’s Tough Msg; Tax Me More, Europe’s Wealthy Say; Where Pay for CEOs Outstrips US Taxes; Lots of Vitriol for Fed Chief, Despite Facts;H-P’s One-Year Plan;AMZN

Risk of global recession; Big Disconnect; Japan, Vow to Cut; Budget math; joblessness; Lagarde’s Tough Msg; Tax Me More, Europe’s Wealthy Say; Where Pay for CEOs Outstrips US Taxes; Lots of Vitriol for Fed Chief, Despite Facts;H-P’s One-Year Plan;AMZN

Whitney Tilson writes an email, where he writes a brief commentary on his favorite articles of the week (usually). I do not agree with all of Tilson’s political views but he always has interesting things to say. This week he […]

QE: Prove It First

QE: Prove It First

By Seeking Delta of http://seekingdelta.wordpress.com “Fed itself has admitted in the last couple days in speeches that they don’t know what they’re doing. They just hope what they’re doing works.” ~Kyle Bass of Hayman Capital 10/06/2010 via CNBC With talk […]