market value of colluli, page-5

Hi stb,

This is my $2 worth.

The main issue is Japan.

Japan is in desperate need for cash: for rebuilding and for tying them over until their businesses are back on their feet.

Many companies are inoperable because of lack of power and parts (just in time manufacturing completely collapsed). These companies need money to keep their doors open while trying to restart their businesses. Without sales they have no choice but sell their liquid investments. Shares are the most liquid assets.

That is why the Yen has been appreciating and the G7 has been selling Yen to keep it from rising too fast.

Any share that has a reasonable Japanese holding is expected to take a hit.

Unfortunately, other shares, without Japanese holdings, will also suffer from the down trend. This is market risk!

I see this as a buying opportunity, timing will be crucial.