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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (5598)12/30/1998 12:24:00 AM
From: Michael Burry  Read Replies (4) of 78753
 
Speaking of "blue-blooded contrarian" can anyone here stomach a
look at Japan? Here's a comment I pulled from Reuters:

''The fundamentals just aren't there,'' said Yasuo Ueki, general manager of equities at Nikko Securities, who believes the world's second-largest economy is all but assured of contracting again in 1999. ''It is not possible to be optimistic.''

I just don't understand it well enough, and am more likely to throw my next batch of money at Armin's UBB. But does anyone here, maybe a Whitman follower, have any ideas for playing Japan?

Mike

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