-Japan´s debt to GDP ratio is staggering. Over 120%.
-Rapidly aging population which makes solving the problem an impossibility.
-Yen printing as far as the eye can see.
-There will not be a QE3. It is not politically possible at this stage.
-Obama is on the way out. The Republican president will be a supply sider intent on bringing King Dollar and budget responsibility back. We will all be amazed at the changes coming for the US in the next year or two.
-I lived in the US for 35 years and learned one thing clearly: Never, ever sell the US short. They can stray for a while, but in the end they always return in a big way. A great example was Reagan after the Vietnam/Nixon/Carter malaise.
Observation is the path to discovery.