Is the Worst Case Priced into Tech?
Real Vision: Finance & Investing
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The Importance of Currency Neutrality in Japan
I've been one of the lone bulls on Japan. I feel like Jeff Winigar and I are like two of the people who care about Japan. There's not many of us, but I've been out there talking about it for a long time now. And you could get basically almost as good of a deal as Buffett with DXJ. We're collecting a 5% carry because we're hedging the yen.
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