22 responses to “Japan is insolvent, but “please don’t worry…””

  1. Doom Please says :

    Another excellent article many thanks NipponMarketBlog. I totally agree with your analysis – I would certainly not want to lend the Japanese government any money. I don’t doubt that they will redeem the bonds- but what I will be able to buy with my JPY when they redeem them is uncertain as they print the currency.

    It seems most government finances are shot to pieces e.g. US, Europe, Japan – but being short govt bonds would have been very painful and the weak public finances has been apparent for a long time.

    How do we make money on this analysis? shorting JPY is always a relative trade.
    long NOKJPY? Norway has excellent public finances.
    maybe long real assets (oil/gold/copper) – short JPYUSD? so i can capture commodities denominated in JPY.

    any thoughts would be welcome.

  2. asamy says :

    Reblogged this on asamy.

  3. superbowl online says :

    When I initially commented I seem to have clicked on the -Notify me when new comments are added- checkbox and from
    now on every time a comment is added I get 4 emails
    with the exact same comment. Perhaps there is a means you can remove me
    from that service? Thank you!

  4. Nicolas says :

    I found this amazing blog post , “Japan is insolvent,
    but “please don’t worry…” | NipponMarketBlog”, fairly pleasurable not to mention it
    was in fact a great read. Regards,Heriberto

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