Relevant:
- Bank of Japan Policy Is Huge, Risky Experiment - Kyle Bass
- Kyle Bass Warns on Japan; Financial Market Instability
- Bug In Search of Windshield; Japan's Current Account Surplus Shrinks 63% as Machine Orders Plunge 14.8%
- Kyle Bass On The End Of The Debt Super-Cycle
- Japan Faces Moment of Truth: First Annual Trade Deficit Since 1980; New Trend or Simply the Tsunami Effect?
2013-06-20 — zerohedge.com
Always a crowd-pleaser, here's just one of Bass's topics: ``There are three key myths about Japan that Bass shows are simply false but remain repeated for the comfort of the cognitively biased investment community: (1) The current account allows the country to self-finance its deficit; (2) The Bank of Japan is not monetizing debt; (3) Retail investors will always support the JGB marketplace''
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