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Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Effect of Capital Shifts on the Japanese Stock Market
The liquidity is big with the coming in China. That cross border, those cross border flows into Asia will be monetized by the central banks. And that capital shift is evident, vis the Japanese stock market that's going up. Warren Buffett's made a brilliant call here by shifting some of his funds into Japan and catching it around the bottom. But other markets are going to start to do the same.
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