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Abegeddon: Speculators Are Net Short Japanese Stocks For First Time Since Abenomics

Tyler Durden's picture




 

Despite increasing the scope of QQE, it appears the most crucial part of Abenomics has been lost... speculative faith that Abe and Kuroda have a clue what they are doing. With JGB yields spiking higher and now CFTC net speculative positions in Japanese stocks bearish for the first time since 2012, it looks like time's up for the 2nd, 3rd, or even 4th arrow...

 

 

When asked whether he was worried about this, Shinzo Abe replied urgently: "Depends"

 

Chart: Bloomberg

 

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Wed, 02/04/2015 - 21:46 | 5745568 Martial
Martial's picture

shit just got real

Wed, 02/04/2015 - 21:59 | 5745621 MarketAnarchist
MarketAnarchist's picture

I know! Print more money!

 

I can't believe no one thought of that yet...

Wed, 02/04/2015 - 22:26 | 5745718 NoDebt
NoDebt's picture

Of all the "1st world" nations that have their own printing press, we all generally agreed Japan would likely go first.  Highest debt/GDP by a ton, imploding demographics, hobbled by the need to import all their energy since Fukushima popped.

Start taking notes.  This may or may not be "it" but I would recommend paying extra attention to Japan from here forward.

 

Thu, 02/05/2015 - 00:56 | 5746106 ml8ml8
ml8ml8's picture

Faith in Japan is failing.  I fear the day faith in the Fed fails, too.

Wed, 02/04/2015 - 22:09 | 5745645 Hitlery_4_Dictator
Hitlery_4_Dictator's picture

Settle down, stop the fear porn. This is nothing. Everything is good to go. Really get a clue assholes. 

Wed, 02/04/2015 - 22:13 | 5745671 Lets Buy The Dip
Lets Buy The Dip's picture

There is so much bearish ness out there right now, its almost bullish, if you know what I mean. 

I listen to this guy from OZ ==> http://bit.ly/1fMcakI as his calls are very accurate. He basically has a great knowledge on what is coming next. 

I doubt we see a market crash for years, accorsding to his study we are half way through a BULL MARKET. yes, so you can forget  all those bears saying the SPX will be at 800 by MARCH 2015. 

 

For now its the same, release some news , get everyone short, adn then take us up higher, to new highs, and take money off everyone. This is their game, and they are getting good at it now. 

Wed, 02/04/2015 - 22:18 | 5745682 Hitlery_4_Dictator
Hitlery_4_Dictator's picture

Yea...we are good to go for a long long time....invest in America's future, not your own, for the greater good

Wed, 02/04/2015 - 23:03 | 5745819 BringOnTheAsteroid
BringOnTheAsteroid's picture

What a crock of US dollars

Wed, 02/04/2015 - 21:46 | 5745569 Cognitive Dissonance
Cognitive Dissonance's picture

The rats are deserting the ship.

Wed, 02/04/2015 - 21:57 | 5745606 Yen Cross
Yen Cross's picture

     Being "self congratulatory", just doesn't seem right.

  I feel for the Japanese & expect some really good "uncensored porn" soon.

 Moving on... The Canadians are about to be hammered, if the $usd appreciates further.

Wed, 02/04/2015 - 22:05 | 5745638 disabledvet
disabledvet's picture

"The Great Firewall of China."

 

Have a nice life Google...

Wed, 02/04/2015 - 22:01 | 5745624 azura888
azura888's picture

Biggest Black Swan out there in FX-land: BOJ loses control of the Yen and it spirals 5000 pips in a week. Then another 3000. I've taken a look at this and we are closer then you'd think.

Wed, 02/04/2015 - 22:10 | 5745650 Yen Cross
Yen Cross's picture

 Kampo & Major Japanese Insurers are NET sellers of JGB. They(BoJ) have to cover their trades, to reinvest. THEY ARE.

  For now?

 

Wed, 02/04/2015 - 22:07 | 5745641 g speed
g speed's picture

and this is what the shit shovel "helicopter ben" has to say ---

http://www.wsj.com/articles/SB10001424052748704518104575546084161525708

Wed, 02/04/2015 - 22:22 | 5745697 suteibu
suteibu's picture

Japan's biggest problem has been the helpful Americans like Bernanke and Krugman.  Of course, the US fucked Japan (and most of the rest of the world) in 1971 and again in 1985. 

And now these same assholes are fucking the American people.  Sadly, one of them is bound to end up on the new global 12.5 cent piece.

Wed, 02/04/2015 - 22:28 | 5745730 SpanishInquisition
SpanishInquisition's picture

Modern warfare has advanced to the point of having weaponized economists. Germany can gain control over much of Europe via the EU without having to fire a single shot and the US can do more damage than dropping nuclear bombs by instead having Krugman advise their government. Krugman is major WMD.

Thu, 02/05/2015 - 03:04 | 5746218 GotGalt
GotGalt's picture

I agree, Krugman is so radioactive he practically glows in the dark!  WMD indeed.

Wed, 02/04/2015 - 22:37 | 5745753 flyonmywall
flyonmywall's picture

Maybe you're right, Lets Buy The Dip. It might be that the whole Greece/ECB is a puppet show for the muppets. I would not put it past them.

The best solution is to not be in the fucking joke that was formerly called the Market.

Take your money, and outright buy real estate that you can rent out or produce a real income from. Buy some metal, either black, white or golden metal. Buy a cow or twenty. Or just go sail away, far away from this joke of a system we have.

 

Wed, 02/04/2015 - 23:18 | 5745874 hungrydweller
hungrydweller's picture

Time for a short squeeze.

Wed, 02/04/2015 - 23:50 | 5745968 Spungo
Spungo's picture

These people are insane. Why would you short stocks when you know the BOJ can print unlimited money to buy stocks?

Thu, 02/05/2015 - 00:15 | 5746040 ClassicCommodity
ClassicCommodity's picture

I'm half japanese and am honestly excited for the collapse. I will buy me a nice village to retire in one day when everything is super cheap over there aftwards

Thu, 02/05/2015 - 09:49 | 5746792 Mike Honcho
Mike Honcho's picture

Half slant but full stupid. 

Thu, 02/05/2015 - 00:43 | 5746092 Babaloo
Babaloo's picture

Hey "Tyler," specs net short is bullish for any market, even Japanese stocks. Because if the specs are net short, the commercials (smart money) must, by definition, be net long.

Any trader learns that on his first day.

Do NOT follow this link or you will be banned from the site!