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Takeaway: Get the Yen right, you’re getting Japanese stocks right.

Ka-Boom!

Holy Nikkei! - drake1 

The Nikkei closes its year up +0.7% at the year-to-date high of 16,291 up +59.3% as the Yen goes out on its year-to-date lows south of $105 (down -18% vs US Dollar).

Bottom line: Get the Yen right, you’re (still) getting Japanese stocks right.

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