Strategy Bulletin
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Sep 04, 2017 [Vol.185]
The significance of UK premier May’s epoch-making visit to Japan - Britain seeks a new wave of globalization
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Aug 21, 2017 [Vol.184]
The health of the US and Japanese economies and hopes for the evolution of the Trump Administration - Will Steve Bannon’s departure trigger progress with Trump’s policies?
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Jun 29, 2017 [Vol.183]
There is no reason not to buy Japanese stocks - New stock market leaders are replacing older ones in Japan too
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Jun 02, 2017 [Vol.182]
Are people correct to say this economic upturn has matured and stocks are overpriced?
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May 08, 2017 [Vol.181]
Time to buy Japanese stocks and the dollar – No way for the Trump administration to stop the yen’s depreciation
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Apr 24, 2017 [Vol.180]
Forces behind a stronger yen have disappeared – The next Abenomics rally is imminent
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Apr 10, 2017 [Vol.179]
Trump’s policies continue to evolve - The Trump rally is not over
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Mar 21, 2017 [Vol.178]
A global rally fueled by robust economies has started - Japanese stocks will join the rally now that worries about a stronger yen have dissipated
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Feb 13, 2017 [Vol.177]
The true nature of the Trump administration – Imperialism, not protectionism An offensive rather than defensive stance
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Jan 29, 2017 [Vol.176]
The two types of Trump protectionism - The president will not get his wish for a weaker dollar
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Jan 12, 2017 [Vol.175]
A strong dollar is the behind-the-scenes star of Trump politics Entering an era of a super-strong dollar – The border tax is the final push
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Jan 01, 2017 [Vol.174]
Excellent prospects for “seventh continent” prosperity and renewed US hegemony
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Dec 14, 2016 [Vol.173]
2017 will be shaped by a strong US economy, strong president and strong dollar - Anticipating a powerful stock market rally and economic boom in Japan
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Nov 28, 2016 [Vol.172]
Trump rather than Piketty is the best prescription for the world’s surplus savings - The Trumpnomics economic boom will spark a strong Japanese stock market rally
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Nov 10, 2016 [Vol.171]
The New President may open up a New Era for the United States like Ronald Reagan did
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Oct 25, 2016 [Vol.170]
Everything is in place for the drive to end Japan’s negative bubble - The second phase of the Abenomics stock market rally has started
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Oct 17, 2016 [Vol.169]
Japan-US Relations under a New President could change presumptions of US$/Yen Exchange Rates
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Sep 23, 2016 [Vol.168]
Regulated market interest rates Thoughts about the effectiveness of a third round of the “Kuroda Bazooka”
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Sep 15, 2016 [Vol.167]
The US Interest Rate Hike and the Power Struggle within China Near-term prospects for a hard landing in China have receded
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Sep 02, 2016 [Vol.166]
Global yield hunting is very likely to target Japanese stocks - Stage two of the Abenomics market may start if the China crisis is contained
