Is Japan Past the Point of No Return?

That’s the title of a presentation by Vitaliy Katsenelson of Investment Management Associates, via ZeroHedge. I had not heard of Mr. Katsenelson until now, but I found his presentation compelling – a description of misguided government intervention, ballooning debt and declining demographics.

If you found this presentation interesting, here’s another entitled, China: the Mother of All Black Swans. I’ll be reading Mr. Katsenelsen’s materials carefully from now on.

Related posts:

1. The Chinese Are Not Ten Feet Tall
2. How Shaky is China’s Economy – and Society?
3. Will China Bail Out the World?
4. Down and Out in China – Continued
5. Chinese Inflation – Coming to a Wal Mart Near You?

Tagged as: Black Swan, China, debt, demographics, Japan, Vitaliy Katsenelson