15, Mar 2011
Disproportionate Sell-off of Japan

No doubt Japan has suffered a tragic loss of life and property, and the risk of nuclear radiation is real.  The problem here is the apparent panic sell-off which is already out of proportion with reality and more in proportion to a real war.  What’s pushing this negative market activity? …

14, Mar 2011
The #JPQuake Week Ahead

Reality.  The reactors in Japan seem to be at low risk of full meltdown.  Barring another huge quake and tsunami the impact on the markets in Japan and around the world is likely to be very small.  Japan’s economy can easily handle the cost and it hasn’t taken long for…