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Japan
A few insights on Japan and thoughts about wealth confiscation and default
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Pacific Tensions Set to Intensify
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Why fiscal sustainability matters
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China update: local government debt, Yasukuni reaction, IPOs and more
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Finance and economic themes on my mind as 2014 begins
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Correcting Some Misconceptions About A New Secular Bull Market
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Review: How My Ten Surprises for 2013 Fared
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2014 Outlook: Annus Not-So-Horribilis
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Japan, Abenomics, the consolidated balance sheet and nationalism
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Why, Abe?
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