TL;DR: shorting the Japanese government is the trade of the decade. (According to the author). "Will I succeed? Time will tell, but I am joined by Japanese publ

TL;DR: shorting the Japanese government is the trade of the decade. (According to the author). "Will I succeed? Time will tell, but I am joined by Japanese public pension funds that have announced they will reduce their holdings of local bonds while increasing their share of both domestic and, in particular, foreign equities. No time frame was provided in the data I saw, although indications are that they have already started." Of course- als always- timing is everything.