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<p>[QUOTE=&quot;Rono, post: 1127592, member: 6492&quot;]Howdy,</p><p>&nbsp;</p><p>I for one don&#039;t have a problem with investors reacting to events around the world, be fortuitous or horrific.&nbsp;&nbsp; There&#039;s a difference when you buy supplies in Tennessee then take them to NewOrleans just after Katrina and sell them at 10x.</p><p>&nbsp;</p><p>While a terrible tragedy and one deserving of all of our prayers, taking a macro-economic view of this sort of thing show me a very bullish future for Japan.&nbsp; It&#039;s the economic activity of rebuilding that will spur growth throughout the Japapnese economy.&nbsp; Millions of insurance claims, slowly at first, but faster as time goes buy, folks will be rebuilding their homes and barns and businesses.&nbsp; They&#039;ll be rebuilding all their roads and railroads and other infrastructure.&nbsp; All of this will be brand new and state of the art.&nbsp; Cripes, it&#039;ll be like the Marshall Plan in Europe but financed by insurance companies, the BoJ printing Yen like Uncle Ben prints Dollars, and just the backbreaking work of the Japanese people rebuilding their lives.&nbsp; If you want to play this, get yourself a good broad based Japanese mutual fund like Price PRJPX or Matthews MJFOX.</p><p>&nbsp;</p><p>peace,</p><p>&nbsp;</p><p>rono[/QUOTE]</p><p><br /></p>

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