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   Investment Thoughts - Macro Observations

The Mythical Third Arrow
Japan, Fiscal Policy, Negative View

Take:

“Bigfoot. Nessie. The Abominable Snow Man. All rumored to exist, but evidence to that effect is a wee bit lacking. Add to that list the promised structural reforms—the third of Japanese Prime Minister Shinzo Abe’s “Three Arrows” economic revitalization plan, also known as “Abenomics.” Abe is once again teeing up investors’ expectations for big reform plans, but talk is cheap. His government’s recent actions suggest their true focus lies elsewhere, and investors who expect meaningful change likely end up disappointed (again).”


 

 

Take-Fisher Investments Editorial, 28/05/2014

28.05.2014


 

Themes

 

Asia

Bonds

Bubbles and Crashes

Business Cycles
Central Banks

China

Commodities
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Creative Destruction
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Current Account

Deflation
Depression 

Equity
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Financial Crisis
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Gold

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Japan

Market Timing

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U.S.A.
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Yield