If it was Silly Season last week, it’s back to deadly serious now — complete with substantial surprises after a sleepy summer Friday. All of us thought the big deal on Friday would be the Bank of Japan (BOJ) and new stimulus. Would the BOJ go helicopter? Not that it is not already, but there is a technical argument about helicopter vs. standard means of printing money. The BOJ element The BOJ did come through, but in more timid fashion than the most timid estimates. The BOJ will increase its annual purchases of Exchange Traded Funds from 3.3 trillion yen to 6 trillion. Thanks to the yen conveniently trading just above 100/$, to convert 6 trillion yen to dollars, just drop the last two zeros off the back of trillion, and you’ve got $60 billion, the new increase less than hal…