tag:blogger.com,1999:blog-7630810606654250077.post2674311281521538220..comments2023-05-12T04:18:09.354-07:00Comments on Timely Portfolio: If…then in Japanklrhttp://www.blogger.com/profile/08783806801212705259noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7630810606654250077.post-34353660508853645812013-07-10T08:57:58.483-07:002013-07-10T08:57:58.483-07:00sorry, it has taken me so long to reply. I switch...sorry, it has taken me so long to reply. I switched to disqus and lost my comments with a botched import. Looks like it is all resolved now.<br /><br /><br />Thanks so much for the comment. Deflation has prevented the disastrous sovereign spiral. I wonder if deflation can persist and spiral still begin. I guess we shall see.klrhttps://www.blogger.com/profile/08783806801212705259noreply@blogger.comtag:blogger.com,1999:blog-7630810606654250077.post-52274397530071544442013-06-06T11:16:53.678-07:002013-06-06T11:16:53.678-07:00I did have a much longer comment, but decided to c...I did have a much longer comment, but decided to cut it, and directly answer the question(s). Japan won't spiral out of control on the inflationary side (risks are to the downside/deflation). So risk of Yen collapse is low. Japan has a population decline problem (deflationary), and so called benign deflation through productivity gains from Asimo. If they incur a problem with JGB's gettingDarcy Brodahttps://www.blogger.com/profile/11527603354739671841noreply@blogger.com