Strategy Bulletin
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Jul 27, 2010 [Vol.21]
The U.S. will not experience Japanese-style deflation Falling interest rates point to a positive outlook
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Jul 20, 2010 [Vol.20]
The strong yen inflicts even more damage on Japan’s already fragile economy
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Jul 05, 2010 [Vol.19]
Short-term clouds do not darken longer-term expectations ～Amendments to the Insurance Business Law may end Japan’s “negative bubble”～
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Jun 24, 2010 [Vol.18]
Inadequate demand or fiscal rebuilding? ～Muddling through for now～
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Jun 17, 2010 [Vol.17]
After the technical rebound, strong fundamentals in core industrialized countries will be the next investment theme
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May 31, 2010 [Vol.16]
The U.S. Reestablishes Its Financial Preeminence – The Greek debt crisis is putting U.S. leadership in the spotlight –
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May 24, 2010 [Vol.15]
U.S. and German legislatures may end the market’s dark mood - Let’s give high marks to the positive surprise from legislators -
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May 11, 2010 [Vol.14]
The Black Swan Farce – Risk-taking will stage a quick comeback –
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May 10, 2010 [Vol.13]
The crisis in Greece can be contained
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Apr 27, 2010 [Vol.12]
The revival of the U.S., German and Japanese economies – Germany is gaining a competitive advantage as the crisis in Greece unfolds –
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Apr 19, 2010 [Vol.11]
The U.S. economy is in a “sweet spot" -An excellent opportunity to buy on dips
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Mar 24, 2010 [Vol.10]
Why will Japanese stocks have the highest returns of 2010? Three shortcomings have become three advantages.
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Mar 15, 2010 [Vol.9]
The yen carry trade will soon replace the dollar carry trade High stock prices and a strong dollar will pull the rug out from under the pessimists.
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Mar 08, 2010 [Vol.8]
We are probably seeing the beginning of a major rally
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Mar 02, 2010 [Vol.7]
A steep drop in the U.S. saving rate signals a major shift
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Feb 12, 2010 [Vol.6]
The Crisis in Greece: Rhodes is here, here is Where You Jump!
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Feb 08, 2010 [Vol.5]
All three of the most important indicators point to higher stock prices in Japan
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Feb 03, 2010 [Vol.4]
The U.S. recovery gains momentum and signs of an earnings-driven market become unmistakable The financial system reform debate is far from a conclusion.
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Jan 22, 2010 [Vol.3]
Dark clouds loom for risk-takers Criticism of financial institutions grows as possible revisions to the financial system emerge.
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Jan 13, 2010 [Vol.2]
The end of the “endaka penalty” will spark Japan’s revival.
