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Japan Will Follow Europe With a Debt Crisis: Kyle Bass


Parsad
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I also love the quote "It's a question of when, not if."  That is the issue at hand -- when.  Next year, or 10 years from now.  Most investors are aware of the issues with Japan and it is not a secret to most anymore.  It is not what everyone knows that usually is the tipping point, it is something else.  Are we just following the what Talib calls the 'narrative fallacy?' 

 

I would not compare Japan to Greece.  The Japanese actually work for their social services :)  As Charlie said recently in the interview posted and at the meeting last week, Japan still has a lot of virtue left that is built into the system.

 

Cheers

JEast

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