A Truly Contrarian Call

I am aware of all the doomsday Yen hyper-inflationary predictions due to their soaring debt-to-GDP ratio. And these Japanese bears very well might prove correct… In the long run. But as Mr. Keynes taught us, the long-run is an awfully long time. In the meantime, I think there is a terrific opportunity in Japanese assets, and that also includes the currency.This flies in the face of most market pundits' forecasts.

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