Post-Cover_07 Of Mice & Yen 4

Of Mice & Yen: Part 4 of 4

Christopher Investment Post-Folio 2 Comments

In the prior three parts to this series, we explained that Japan has a demographic problem (part 1), a debt problem (part 2), and that the two are likely to collide in the coming years (part 3) when Japan eventually is faced with higher interest rates.<- – – Click this little footnote. So to close out the series we’ll take a …

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 …