Japanese Prospects

I am particularly interested in what Hayman have to say about Japan, as there is generally not much useful analysis available on the idiosyncratic fate of the Japanese economy; and unfortunately the Misesian orbit too is conspicuous with a regrettable paucity of insights - with such a long history of radically manipulating interest rates one would expect Japan to be a constant focal point of Misesian analysis.

The entire document is worth reading; the assessment of Japan begins at page 16.

Kyle Bass