Update on the Japan net-nets, and a quandary I found myself in

(via www.oddballstocks.com)

This post is two independent lines of thinking that are related in the end.  If you're short on time, or get tired of my writing each can be read alone, although I'm biased, I think you should read the entire thing..

Japan update

Back in October/November I wrote a post detailing (part 1,...

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