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Daniel M. Harrison

Fantastic. Well commented, many thanks. Incidentally, great, informative and intelligent blog.

lecentre

Hey,
First, thanks for the high listing under economics about the stupidity of trade deficits and surpluses.
I was surprised to hear that other people are broaching the subject (I thought I was being all original). Could you email me and point me to these discussions?
Thanks
lecentre, of

Steven Towns

Thanks for your hard work in getting this week's carnival up.

I wanted to respond to your comment re. Asia's markets being a slam dunk. I will limit this to Japan and S. Korea because I am most familiar with those two markets.

Neither country is anywhere near the gains it achieved last year at 40+% appreciation. One reason is the rapid surge and subsequently the recent profit taking. Foreign investment capital is being re-positioned with the succession of short-term corrections. The Nikkei 225 was approaching an 8% correction until today's rebound.

In terms of FOREX, the weak yen essentially helps Japanese companies (esp. exporters) but at the same time hurts U.S. investors' returns. The surprisingly strong won (S. Korea currency) might now be seen as a drag on the nation's conglomerates, which overwhelmingly dominate the economy.

In conclusion, Asia or S. Korea and Japan in this case are not "slam dunks" at the moment as they were in '05. However, I believe both will outperform U.S. markets/indices this year based on improving macro fundamentals and improving corporate profitability. Japan fund investors will need some help in FOREX in order to secure more of the gains.

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Thanks for very interesting article. btw. I really enjoyed reading all of your posts. It’s interesting to read ideas, and observations from someone else’s point of view… makes you think more. So please keep up the great work. Greetings.

DDT-MODELS

I thought that the WTO would be a good start for transforming the process of government at least across national borders. I quite like the idea of using the secretariat of the WTO as the centre for a Wikipedia of trade - a sort of open source world government at least for a very specific and complicated issue which needs many brains to provide a solution.

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