Big Short in Japan

We have just closed our profitable long investments in the Japanese Nikkei Index, and while not exactly the "Big" short in Japan, we are now short with a 2% position of the overall portfolio to profit from weakness we expect to come in Japanese stocks moving forward in the next 3 to 12 months. Our Japanese growth expectation models have taken a hit in recent days, falling below our longer term forecast expectation, prompting us to get pessimistic on Japanese stocks. read more here.. (VIEW LINK)