Confused by the day to day happenings in the land of the rising sun, and liquidity tsunami? Don't be, instead read the following series of papers (pdf [6]) by former SocGen strategist Dylan Grice who predicted everything that is currently happening nearly three years ago. The titles of the enclsed five pieces are self-explanatory especially in light of recent events: "A global fiasco is brewing in Japan", "More on Japan’s brewing fiasco, and some musings on recent pushback", "Fooled by anecdotes: Japan’s coming inflation, JGB toxicity and what to do", "Nikkei 63,000,000? A cheap way to buy Japanese inflation risk" and finally "Buy Japan, and prepare to buy with both hands." Oh, and spoiler alert...
[7]
...Grice doesn't see a "Hollywood ending" to what is about to happen in Japan.