Have you lost your mind?
Right now you are sitting in front of a television where a “big fat talking head” named Joshua M Brown ( at http://www.thereformedbroker.com/ ) just told you….YES AMERICA – to “get long Japan”.
Have you lost your mind?
Perhaps this will be the one time the message gets through. The message from “those of us” outside the influence of American media and the absolute “ridiculous transfer of wealth scheme” every witnessed on planet Earth.
Have you lost your mind?
If I saw this guy pass me by on the street, you’d have to hold me back / stop me from punching him in the knee, then spitting in his ear. It’s completely and totally outrageous.
How do you sleep at night Josh Brown??
The Japan Trade Delusion: When Wall Street Loses Touch With Reality
This is exactly what happens when financial media becomes nothing more than a propaganda machine for the institutional money machine. You’ve got talking heads pushing narratives that benefit the big players while retail traders get slaughtered following their “expert” advice. The Japan trade they’re pushing? It’s a classic setup to transfer wealth from your pocket to theirs.
Why Going Long Japan Right Now Is Financial Suicide
Let’s break this down with some actual market reality instead of television fantasy. The Japanese Yen has been absolutely demolished, and for good reason. The Bank of Japan continues its ultra-loose monetary policy while inflation eats away at purchasing power. Meanwhile, USD weakness might be coming, but that doesn’t automatically make the Yen a winner. You’re being sold a false binary choice.
The demographic crisis in Japan isn’t some distant threat – it’s happening right now. An aging population, shrinking workforce, and massive government debt don’t magically disappear because some suit on television tells you to buy. These are structural problems that take decades to resolve, not quarters.
The Real Money Is Moving Elsewhere
While these financial entertainers distract you with Japan fantasies, smart money is positioning in completely different assets. The institutions know something retail doesn’t: this isn’t about picking the least ugly fiat currency anymore. It’s about recognizing that the entire system of currency manipulation is breaking down.
Look at what central banks are actually buying – gold, not Japanese assets. Look at what sovereign wealth funds are accumulating – commodities and hard assets, not Yen-denominated paper. The writing is on the wall for anyone willing to read it instead of listening to television personalities.
The Transfer Scheme in Full View
Here’s how this wealth transfer works: Step one, create artificial demand through media promotion. Step two, retail traders pile in based on “expert” recommendations. Step three, institutional money takes the other side of those trades. Step four, the narrative shifts and retail gets crushed while institutions profit from both the initial pump and the inevitable dump.
This Japan trade recommendation fits perfectly into this playbook. They’re not telling you to buy Japan because it’s a great opportunity – they’re telling you because they need retail liquidity to execute their exit strategy. You’re not the customer; you’re the product being sold.
What Smart Traders Are Actually Doing
Instead of chasing these manufactured narratives, successful traders are focusing on real market dynamics. Currency debasement is accelerating globally, which means the game isn’t about picking winners among paper currencies – it’s about getting out of the paper game entirely.
The metals rally that’s building beneath the surface tells you everything you need to know about where institutional money is really flowing. While retail chases Japan trades, the smart money is positioning for the currency crisis that’s already underway.
Real traders understand that when financial television starts unanimously pushing a trade, it’s usually time to run in the opposite direction. The Japan long trade being promoted right now has all the hallmarks of a retail trap designed to benefit the same institutions that fund these media outlets.
Don’t be their exit liquidity. Don’t fall for their wealth transfer schemes. And definitely don’t trust talking heads whose job security depends on keeping you confused and trading against your own interests. The market rewards independent thinking, not following television personalities who’ve never risked their own money on the trades they promote.
He must have a big pot.
He’s an idiot….and anyone “buying from this moron” must understand exactly……
He’s “selling you his stocks at the highs”!
Reformed broker my ass. He’s a broker – like ALL brokers……selling “you the client” what they’ve already bought at the lows.
While Japan itself has a dark future, that doesn’t mean japanese companies are a bad investment.
Forex
Funny you should blog about this. I use this UK publication as a contrary indicator at times.
http://moneyweek.com/the-new-world-japan-is-the-biggest-investment-story-of-2014/
I’m having a look now Danny – thanks.
Ugh can we get on with this. Writing is on the wall. Well in the money on CADJPY and in the money on AUDJPY. Didn’t add anything. ..still running small
You and me both brotha…..
I’ve been sitting on my hands all week short of AUD/JPY, and even that – big deal.