Tired of clinical government data saying the economy is turning up again here in Japan because production rose in March, I spent a couple of hours at the Tochigi branch office of Hello Work, Japan’s national employment agency. I’ll report what was there, and you decide just how healthy the economy has become since the […]
Author Archives: Jason Kelly
Let Them All Fail
As the results of the stress tests leak out (with all the professionalism of high school rumor mongering) and we know that banks are still severely undercapitalized, I harken back to my September 20 article Overheard At The Wall Street Bar & Grill. This is not a system worth saving. We’d be a lot better […]
What to Watch
The ADP Employment Report will be released today. It’s a good way to get a jump on the Bureau of Labor Statistics’s Employment Situation Report to be delivered Friday. That’s the famous headline number, and is one of the most important economic reports that investors watch. Today’s report can give you an edge in trying […]
Protecting Profits
We’re pulling money off the table after a nice two-month run. As I often do, I’ve advised percentage trailing stops because they allow us to catch remaining upside with the comfort of locking in a floor should the worm turn.
Japan’s Streets Still Gloomy
I’m hearing lots of chatter about Asia’s improving economy, with China supposedly leading the globe out of recession and things looking up in Japan. The latest economic data out of Japan show that factory production rose 1.6% in March, which was better than expected. That’s the first gain in six months, so pundits immediately began […]





