The Japanese bond market is collapsing, just as Kyle Bass said it would. The world's 3rd largest economy by a wide measure, and until just two years ago, the second largest economy in the world. My bet is that finally the bond bubble in japan and in western economies starts coming under attack. Where do you then put your money? Their stock markets? Their currencies? Double your bet and buy more of their bonds? Their real estate? No no no no.
precious metals this time around, and the companies that make real money. The next 5 years this should unfold.