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J.A.I. Canada maintains interests in Japanese public equity, views about which this site is dedicated. The Sid Klein Comment (SKC) has remained the world’s premier source for analysis and commentaries about the Japanese markets, since 1989. In-depth coverage of the US, precious metals, and currency markets, appears in the Previous Comments folder, on a six month delay (also see “Sid in the press”).

World leader in asset allocation since 2000, Sid Klein has identified the precise turning points in the precious metals markets since January 2002, as well (Gold excerpts summary), notwithstanding this decade’s success in the US, nor that in Japan since 1989. Following repeated precision over time in multiple markets, many now judge Sid Klein to be the best all-round global strategist and timer in the world today!

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April 10, 2003: On the first trading day of 1990, Sid Klein identified the perfect peak of Japan’s amazing secular bull market. Now, at the Nikkei’s secular low, ROBtv (Report on Business) interviewed Sid Klein about the several reasons why investors should invest in Japan, including the conclusion of Japan’s banking crisis. In this second ROBtv interview, discussion reviewed what opportunities investors should look at. Mr. Klein had first turned bullish on Japanese Domestic Demand Oriented Value stocks (DDOVS), in 2000. In the first ROBtv interview (Sep. 23, 2002), near lows, Mr. Klein had recommended Yurtek, Hino and Tstsunaka Plastics. This 2003 interview focused more on how he viewed true political intentions, favouring sundry tide turning reforms. Discussion included views on business and economic data (i.e. - Asian-driven growth, positive employment indicators), crossholding unwinding, etc. The arguments for an achieved secular low were expounded (see March 31, May 3 and May 30 2003 reports).

August 22, 2005: Daniel Mann interviewed Sid on CNBC World-Europe, at length, regarding why the Dow Jones is due to head to 6,500. Where else to be or not was discussed.

August 23, 2005: Ron Insana interviewed Sid on CNBC US about his reasoning for a crash to Dow 6,500. The discussion included the Chief Investment Strategist at Raymond James.

August 30, 2005: ROBtv interviewed Sid for a third time to learn why the market had peaked, contrary to the arguments of a New York investment bank’s chief strategist.

October 25, 2005: CNBC World-Europe interviewed Sid about the prospects for Japan versus the US, the larger US economic cycle, and the accelerating bull market in gold.

October 27, 2005: The Lombard Odier Darier Hentsch annual conference (Zurich), featured Sid as the keynote speaker, as he expounded on Japanese value stocks as presenting a lifetime opportunity, prominently followed by precious metals, while Western equity markets maintain inordinate levels of risk.

November 25, 2005: CBNC World-Europe interviewed Sid about the Japanese banking system and Japanese domestic value stocks.

December 5, 2005: CNBC's Ted David interviewed Sid about the short and long term outlooks for the Nikkei, and Japanese stock market. An economist joined the debate, as the Nikkei just completed doubling, from the identified April 2003 low.

January 18, 2006: CNBC's Ron Insana interviewed Sid to get the story behind the Nikkei's 2-day 900-point smash, along with his Japanese equity outlook. The interview followed Sid's special yearend report that identified an intermediate term peak in the Nikkei, along with another key low for DDOVS.

January 23, 2006: CNBC World-Europe's Loiusa Bojesen interviewed Sid, who discussed his views for the Nikkei, Japanese domestic stocks, how to properly allocate among these, and the relationship of these different equity themes vis-à-vis the anticipated collapse in the Dow Jones.

Check the “investment opportunities” folder for links to key articles written for media, other websites, and SKC readers, pertaining to precious metals, Japan and New York.

DVDs of the above are available upon request: register for the monthly comment.