Strategy Bulletin
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Dec 22, 2022 [Vol.321]
Bank of Japan on the offensive, risk averters in a tight spot
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Dec 19, 2022 [Vol.320]
Economic Outlook for 2023, Inspecting Risk Scenarios - Why you don't have to be pessimistic about next year
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Dec 01, 2022 [Vol.319]
Global growth driven by a strong dollar, embarking on the dollar empire cycle
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Nov 21, 2022 [Vol.318]
Urgent necessities of corporate strategic change in 3 fields From strategy that overcame deflation w/strong yen to one that'll prevail under weak yen & inflation
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Oct 31, 2022 [Vol.317]
The Chinese Court Revolution and Its Impact on Japan ~ Why the J-Curve effect is particularly powerful this time around
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Oct 25, 2022 [Vol.316]
The yen’s sharp fall will unravel the 'deflationary equilibrium'
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Oct 07, 2022 [Vol.315]
Japanese investors' portfolios need a major overhaul - Possibility of the eve of the start of the Japanese stock market explosion
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Oct 04, 2022 [Vol.314]
Wage increases are needed to address the rise of right-wing and fall of the middle class in the West
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Sep 14, 2022 [Vol.313]
Dollar appreciation under negative real interest rates ~ Two major factors enabling a mild landing in the US
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Sep 05, 2022 [Vol.312]
Huge resilience stored in Japanese equities (= 2 price gaps)
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Aug 03, 2022 [Vol.311]
Abenomics' historical achievements and Japan's future - The sophistry that Abenomics has failed Lecture notes of the memorial seminar for former Prime Minister Abe (2)
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Aug 01, 2022 [Vol.310]
Shinzo Abe, Japan, and the World Lecture notes of the memorial seminar for former Prime Minister Abe (1)
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Jul 14, 2022 [Vol.309]
The U.S. Economic Recovery Theory You Haven’t Realized Yet - The U.S. Bubble Burst Theory that is making too much noise...
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Jun 27, 2022 [Vol.308]
It's not yen carry, it's Buffett carry -The final chapter of Japanese asset deflation
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Jun 06, 2022 [Vol.307]
First Summer after the Covid-19, Time for Japanese Stocks
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May 23, 2022 [Vol.306]
Good Inflation Leads U.S. to Soft Landing
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May 06, 2022 [Vol.305]
The key is the strengthening of TSMC's Japan base and Taiwan-Japan industrial cooperation - The decisive factor of Japanese industrial revival, the weakening of the yen has arrived! (2)
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May 02, 2022 [Vol.304]
The irreversible ¥130/dollar, the path to the revival of high-tech industrial clusters - The decisive factor of Japanese industrial revival, the weakening of the yen has arrived! (1)
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Apr 18, 2022 [Vol.303]
"The decline of the US" is not only wrong but also sinister - The global democratic liberal order will be reconstructed
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Apr 01, 2022 [Vol.302]
From punitive Yen appreciation to beneficial Yen weakness
