Category Archives: Japan

Jason Kelly on Wall St. for Main St.

In a 43-minute, commercial-free interview with Mo Dawoud of Wall St. for Main St., I discussed my background, Japan’s economy, Japan after the Fukushima disaster, and The 3% Signal. You’ll find a detailed time/topic index below the YouTube panel. 01:12 My Background: How an English Major Became an Investor 03:35 Leaving IBM to Become a […]

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Nuclear’s Questionable Future

The following is from this year’s Note 46 of The Kelly Letter, which went out to subscribers last Sunday morning. The Japanese government announced an about-face in its energy policy on Friday, pledging to become nuclear-free by the 2030s. In the wake of last year’s tsunami and the Fukushima nuclear power plant disaster that forced […]

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Japan Cuts Growth Forecast

Here in Japan, people are dour as the Bank of Japan cut its growth outlook for fiscal 2012 to +2.0 pct from its October estimate of +2.2 pct. It cited heightened concern about the eurozone crisis crimping the global economy, and the strong yen. Shortly after that, the government said it’s likely to fail in […]

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Drowning Hearts at Lady River

Last Thursday, Friday, and Sunday, we distributed 10,448 pairs of socks to survivors in Ishinomaki and Onagawa in Miyagi Prefecture. Here’s the route map from our base in Sano using the Tohoku Expressway, a distance of 349 km (217 mi): In a sign that ours is a blessed effort, we found a family that owns […]

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Watari and Yamamoto

We are finally reaching the hardest-hit areas of Japan’s disaster zone. With each distribution, we find ourselves among wider destruction and greater need for support. That brings mixed emotions. We’re happy to provide support, but wish it wasn’t needed. I announced last Wednesday that three of us would take 4,000 pairs of socks on a […]

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