A Fabulous Overview On The Controversial Economic Developments Happening In Japan

doves

Research and portfolio group Waverly Advisors is out with a new presentation on Japanese markets.

The takeaway: it’s time to short everything denominated in Yen — as well as the Yen itself.

Waverly says the country’s central bank is poised for a more dovish leadership change.

They also see debt rising ever higher.

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[slide
permalink=”waverlys-title-clues-us-in-to-an-ominous-forecast-1″
title=”Waverly’s title clues us in to an ominous forecast.”
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[slide
permalink=”japans-liberal-democratic-party-led-by-shinzo-abe-will-almost-certainly-win-upcoming-elections-that-means-hawkishness-on-foreign-policy-and-dovishness-for-home-finances-2″
title=”Japan’s Liberal Democratic Party, led by Shinzo Abe, will almost certainly win upcoming elections. That means hawkishness on foreign policy and dovishness for home finances.”
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image=”http://static.businessinsider.com/image/50c62a2d69beddde3400001f/image.jpg”
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[slide
permalink=”in-theory-more-easing-should-inflate-stocks-but-there-are-strong-headwinds-to-this-3″
title=”In theory, more easing should inflate stocks. But there are strong headwinds to this.”
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image=”http://static.businessinsider.com/image/50c62a336bb3f7af11000001/image.jpg”
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[slide
permalink=”debt-dependency-is-set-to-explode-4″
title=”Debt dependency is set to explode.”
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[slide
permalink=”equity-returns-have-never-been-that-great-to-begin-with-5″
title=”Equity returns have never been that great to begin with.”
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[slide
permalink=”japanese-stocks-tend-to-be-held-by-large-corporations-who-never-sell-6″
title=”Japanese stocks tend to be held by large corporations who never sell.”
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[slide
permalink=”contrary-to-popular-belief-weaker-currencies-do-not-always-translate-into-higher-equity-returns-7″
title=”Contrary to popular belief, weaker currencies do not always translate into higher equity returns.”
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image=”http://static.businessinsider.com/image/50c62a306bb3f7930f00000f/image.jpg”
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[slide
permalink=”the-nikkeis-trading-range-has-long-been-a-basket-case-for-investors-8″
title=”The Nikkei’s trading range has long been a basket case for investors.”
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image=”http://static.businessinsider.com/image/50c62a31ecad04852600000e/image.jpg”
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[slide
permalink=”in-sum-a-highly-unconvincing-bullish-case-to-say-the-least-9″
title=”In sum: a highly unconvincing bullish case, to say the least.”
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image=”http://static.businessinsider.com/image/50c62a31eab8ea554000000c/image.jpg”
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[slide
permalink=”more-japan-10″
title=”More Japan…”
content=”Richard Koo: What The West Can Learn From Japan >
image=”http://static.businessinsider.com/image/4dda318e4bd7c86e3a2a0000/image.jpg”
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