People are increasingly thinking for themselves. When the Japanese government doubles down and starts getting media to tell people that radiation is good for their complexion, a certain percentage of people will not believe it. 5%? 10%? Maybe 20%? I have to think Sendai is a permanent ghost town at this point. The northern third of the nation perhaps. Many will move south and stay on the island. Others will not feel safe in Japan at all. Physicists and meteorologists I trust tell me China Syndrome is on the table here guys. We need to stop asking questions about who will win the money printing race between Japan and the Fed... we need to be thinking about a massive migration. Where, how fast, and how many Japanese will flee the island, and what is the trade? Off the top of my head, long aussie dollar makes sense.