>>>Fleck in his column also mentioned a few days ago that he is interested in Japan and is planning to go long this year.<<<
I've heard Fleck say this. I disagree. How in the hell can Japan do well if the US economy sucks? Japan's demographics are just plain awful. No immigration to speak of. Where is the catalyst for recovery?
I have a modest position in two Japan funds right now. About even to date. What I am looking for to greatly increase the postion is the Nikkei resisting a severe swoon in the US.