Strategy Bulletin
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Dec 23, 2019 [Vol.241]
“Buy stocks now” is the only recommendation investors need for 2020 – Reiwa Stock Market Rally Series (4)
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Dec 18, 2019 [Vol.240]
Anglo-Saxon Alliance, Premonitions of a Restructuring of the Global Order
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Nov 25, 2019 [Vol.239]
Why the Victory of the Hong Kong Pro-democracy Camp is a Turning Point
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Nov 08, 2019 [Vol.238]
Are high US stock prices the new normal in the age of stock capitalism? - Reiwa Stock Market Rally Series (3)
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Oct 31, 2019 [Vol.237]
Strong condominium sales and the real estate price revolution will finally stop deflation in Japan - Reiwa Stock Market Rally Series (2)
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Oct 25, 2019 [Vol.236]
The trade war will be overcome by the power of the industrial revolution - Reiwa Stock Market Rally Series (1)
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Oct 15, 2019 [Vol.235]
The US-China struggle for hegemony is the new normal – Time to buy Japanese stocks?
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Oct 11, 2019 [Vol.234]
What is China’s strategy for overcoming its crises as the trade war continues?
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Sep 24, 2019 [Vol.233]
Mr. Trump's Diplomatic Stance Softens Before the Election
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Sep 09, 2019 [Vol.232]
Bond Bubble and Share Buybacks - Huge Barrier between Debt and Equity
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Aug 19, 2019 [Vol.231]
Pain in global financial markets is good news - Turmoil will trigger new policies and a big market reversal
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Aug 15, 2019 [Vol.230]
A Midsummer Night’s Nightmare Is this the end of the multi-year upturn or the bottom of a mini-cycle?
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Jul 22, 2019 [Vol.229]
Slump in Japan's Stocks, Caused by Time Lags and Policy, to Improve after the Election
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Jul 04, 2019 [Vol.228]
South Korea export restrictions highlight Japan’s superior position in the int'l division of labor - The competitive edge of products only Japan can supply
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Jun 19, 2019 [Vol.227]
The Hong Kong Demonstrations and US-China Tension
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Jun 10, 2019 [Vol.226]
The Powell Put and the Commitment to Stock Prices - What if a powerful stock market rally is just about to begin?
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May 29, 2019 [Vol.225]
Overwhelming US superiority is emerging with regard to the Huawei problem and the US-China trade war
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May 15, 2019 [Vol.224]
China is certain to give in – Market volatility for now but many attractive opportunities once a resolution is reached (perhaps
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Apr 15, 2019 [Vol.223]
Soaring Stock Prices in China and the US - Causes and Sustainability -Monetary Easing + Competition for High Stock Prices Triggered by the US-China Confrontation
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Mar 26, 2019 [Vol.222]
A Major Shift Away from Total Pessimism is Approaching - Discussion with Mr. Hakoda about the Prospects for the Stock Market using the Argo method