JB Grills Me on Investment Opportunities in Japan
“I read your blog,” JB said. “I know that you do business in Japan. And you seem to be a big fan.”
“That’s fair,” I said.
“So,” he said, “Do you think it’s a good idea to invest in Japanese companies?”
I laughed. “Well, I’m not an economist or a student of the Japanese economy.”
“But you do business there,” he said. “You must have an opinion.”
“I wouldn’t call it an opinion. It’s more of an adjustable hunch with bumper guards.”
He laughed. “What does that mean?”
“If there is one thing I’ve learned from publishing economic and investment information over the years,” I said, “it’s to be very careful about acting on opinions.”
He wasn’t satisfied with that.
“Come on,” he said, smiling. “You write about Japan all the time. You can’t tell me that you don’t have an opinion about their economy.”
“Okay,” I said. “You got me. Let’s talk.”
This is what I told him…
