WHAT TO DO ABOUT JAPAN?

Capital Flows and Asset Markets

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WHAT TO DO ABOUT JAPAN?

Its been a great market - should we add, cut or do nothing?

Russell Clark

Feb 10, 2026

∙ Paid

The Nikkei has been on an absolute tear over the last year or so.

I don’t have many longs, but over half of them have been in Japan.

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