"Thanking you for your excellent advice as usual. As an addicted follower of your daily audio, which incidentally I have followed as a priority in my financial dealings for many years, might I pose the following request? Whilst realising that the function of your first class subscribers' service is not as a tip sheet, I sometimes find it difficult to make the connection between the excellent advice and market summary and the correct investment course of action. For example, your analysis of the potential investment potential in the Japanese related markets led by the banks has caused me problems. I have used the extensive chart library endeavoring to find, for example, an ETF on banks etc, but unsuccessfully. This e-mail does not in any way come by way of complaint, exactly the opposite, perhaps by way of a request for a bit stronger guidance, without of course becoming a tip sheet. Many thanks for your excellent service and wishing you an excellent summer."

Eoin Treacy's view Thank you for kind words and gently couched request. One of the primary aims of the Chart Library is to give subscribers access to charts of investment vehicles offering access to markets of interest to them. Most of the funds in the first part of the Chart Library have been added following requests by subscribers and tend to focus on Fullermoney themes.

As you rightly point out, Fullermoney is not a tip sheet; however, we make our personal trade details available so that subscribers have an idea of how we access markets of interest to us. David has also made a practice of mentioning instruments he is thinking of buying or selling, particularly in the Subscriber's Audio.

With regard to Japanese Banks, I have searched extensively for a relevant ETF, listed outside Japan and failed. I made a request in Comment of the Day for further information if anyone had any and received no feedback. This suggests the real possibility that such a fund simply does not exist. If this is the case, might we conclude that the sector truly is under-owned?

The evolution of our medium-term bullish view on Japan can probably be traced from Comment of the Day on March 5th, 8th and 9th when I talked about the high yields offered by Japanese REITS and highlighted some of the relevant instruments. This piece by David on April 7th encapsulates our view and also mentions a number of investment vehicles offering exposure to Japan.