A diary of the thought process behind my investment decisions
What Does Japan Mean
I have had some time to gather my thoughts on Japan. It does not change my outlook that April should be a good month, although it might temper the upside. Investors might be more cautious after seeing yet another one in a hundred year event. My mistake has always been underestimating how quickly investors forget, so its possible that April will still be gangbusters. Have a good night.