Getting backache over Japan

Being by definition contrarian, the best investment decisions are almost always those that feel most uncomfortable at the time they are made. George Soros says he gets terrible backache when running his biggest positions. “If it ain’t hurting, it ain’t working” is quite a good motto to put on your computer screen. Those who think that Japan is an excellent home for your money at the moment (as I do) are very familiar with this phenomenon.

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