KATAYAMA'S WARNING SHOT
Why the 'tourist believes that the Japanese Finance Minister's comments are being underappreciated by the market and why this is the end of the Yen bear market...
MAKE JAPAN GREAT AGAIN: CURRENCY EDITION
Lately, I have received some flak for being negative on AI stocks. I am a big boy, and sticking your neck out comes with the territory of writing a letter, but if you read my comments closely, I have continually focused on shorting the MAG7. And when it comes to that call, it’s actually been not that shabby. On a …