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The Great LBO Of Japan Continues

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russell-clark.com/p/japan-and-the-great-private-equitization

One thing I have learnt managing money is that there is always one great trade, and you need to get on it early, and if you are good enough, short it on the other side. Long Nikkei in 1980s, short for the next 20 years. Long tech in 1990s, short for the next 10 years. Long emerging markets in 2000s, short for the next 10 years. You get the idea. But here is the big problem,…

This story from russell-clark.com was posted on 2023-06-23 by @birdsky.

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