Today’s Opportunities: Japan and Emerging Markets October 5, 2012 Dear Investor: People often speak of “the market.” This connotes a monolithic stock market and implies a binary choice: buy or sell (all) stocks. In reality, the market is composed of thousands of stocks, multiple sectors, and tens of subsectors. The number one question people ask is: what will the market do? But the question should be instead: where are today’s opportunities?...