Your book sounds really interesting, especially with the new afterword reflecting on such a pivotal time. I’ll definitely check it out! How has the response been so far, especially with the shift in political dynamics?

Great point! The BoJ’s move on bond holdings definitely has long-term implications, and it’s interesting to see how it impacts the exchange rate as well. Do you think they’ll make any quick policy changes to stabilize this, or will they ride it out for a while longer?

Interesting move in those odds,do you think this is being driven more by changes in the data (like inflation or labor) or by shifts in market sentiment?

How does the report weigh investment demand vs supply?

A new afterword can really shift how a book reads over time. Curious what themes felt most different to revisit for this edition.

Emerging market equities have significantly outperformed US stocks over the past year, as Bob Elliott points out. While the strong returns are impressive, it's important for investors to weigh the potential risks, such as political instability and currency volatility.