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To: Tommaso who wrote (89026)8/12/2007 6:22:03 PM
From: lzc  Read Replies (1) | Respond to of 206178
 
Re: "FXY (yen) is not bad, either."

Don Coxe had an interesting comment on Japan in his August Basic Points:

"The Japanese election result confirms that Shinzo Abe is to Junichiro Koizumi what Dan Quayle was to Jack Kennedy. Japanese savers, including the archetypal "Mrs. Watanabes" are sending yen abroad at record rates. Reduce exposure to Japanese stocks."