The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted

In 2022, the inflation "crisis" has made investors solely focus on "danger" not "opportunity"

I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one of my favorite countries to visit. The nation has a distinct and charming culture, art in the food and general pride among its citizens that is impressive.

Japan is also an impressive nation of savers. The household wealth of Japan is $25 trillion, ranking #3 in the w...

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