Like the "free lunch" borrowing environment of 2003 and 2004, most assets yield more than dollars, encouraging leveraged borrowing of dollars to buy most other assets.

FORBES: The Punch Bowl Is Back

At the same time that safe assets fall in yield, the interest rates on riskier bonds will rise sharply.

FORBES: Interest Rate Forecast 2012-2013

Nipponese, old and young alike, are gradually taking their money out of the post office and moving it into higher-yield assets, like investment funds.

FORBES: Back In Business