This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Wednesday, May 22, 2013
Otterwood Capital Management - Presentation on Japan
Christine Hughes of Otterwood Capital Management gives a nice layout of their thesis on Japan (basically a rehash of the Kyle Bass argument but with updated charts and data). Enjoy.