Uniqlo: Coming to Your Malls–and Maybe Our Portfolio–Soon

Lauren Adams Investment Post-Folio Leave a Comment

Welcome to the micro-corner of Backpack Investing! Here, you get a break from all the nerdy macroeconomics stuff Chris has been talking about and learn about individual companies we find during our travels that might be unique additions to your portfolios. Not all will be undervalued at the time of writing, but we think they are all interesting and worth keeping on …

Post-Cover_07 Of Mice & Yen 3

Of Mice & Yen: Part 3 of 4

Christopher Investment Post-Folio Leave a Comment

As I attempted to explain in Part 1 and Part 2 of this series, Japan has a demographic problem and a debt problem . The Eventual-But-Not-Sure-Exactly-When Japanese Debt Crisis So here’s the issue. Japan currently has a budget deficit of about 6.9%.  As long as the government is running a budget deficit it will continue to need more debt to fund …

Post-Cover_07 Of Mice & Yen 2

Of Mice & Yen: Part 2 of 4

Christopher Investment Post-Folio Leave a Comment

In Part 1 of this series we reviewed the demographic challenges confronting Japan. With a very rapidly aging population – a population that is also declining – Japan faces a crisis, as there will not be enough working age adults to support the 40% of the population that is projected to be over the age of 65 in the coming …

Post-Cover_07 Of Mice & Yen 1

Of Mice & Yen: Part 1 of 4

Christopher Investment Post-Folio Leave a Comment

I was very excited to visit Japan. When we first started planning the trip, I initially tried to allocate about three weeks to the country before Lauren reminded me that we had a lot to see. Additionally, we had decided that we’d like to spend more time in emerging and frontier markets and any extra time in Japan would have …