Active Investing in Japan

Don’t get excited! Golden Week is coming (three-day weekend plus Tokyo and Osaka are also closed next Thur. and Fri.). There’s not much reason for new buying, as many investors will be on the sidelines and/or quick to take any profits, given the holiday. Hey, this is almost like the status quo, but what’s different is the fact the U.S. and other global markets are still open and of course there are geopolitical factors as well. Investors don’t want to be unnecessarily exposed. Another thing, why would companies report earnings ahead of this holiday? Especially if they were expected to be good?

At any rate, here’s what happened today [...]

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I subscribed late last year and just received the premier issue (May ‘07). There’s a deal to sign up for 12 issues @$12 or 75% off cover price and I think I’ll do just that and maybe gift a few too. It is published monthly, but the next issue does not come out until mid/late August (Sept. issue).

My thoughts so far: Very nice, that is, both the articles and the advertisements. 328 pages in all, plenty of material. Maybe that’s why they are taking off until Sept.? In fact, it’s beyond overkill with ads — could be a textbook for marketing to the wealthy — but in the end, I’m not sure the ads really bother me. If this were weekly, it would probably get old. But on a monthly basis, I think the articles are well worth flipping through the ads. Heck, it might be fun to see the next round of ads!

In closing, I like it. Take a look for yourself! Check out their beta website: http://www.portfolio.com/