Strategy Bulletin
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Mar 04, 2019 [Vol.221]
Investors are shifting their attention to the Obama-Trump economic boom
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Feb 15, 2019 [Vol.220]
Unease about pessimism in China, Investment Opportunity to Come after Compromise b/w the US & China
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Jan 31, 2019 [Vol.219]
The Historic Significance of the January 31 FOMC Decision
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Jan 21, 2019 [Vol.218]
A buying opportunity created by a downturn with positive implications
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Jan 01, 2019 [Vol.217]
The Age of Japanese Stocks Is Beginning under Dark Clouds
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Dec 26, 2018 [Vol.216]
The Real Reason for the Drop in Stock Prices
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Dec 13, 2018 [Vol.215]
Seven Questions about the US-China Trade War and Stock Prices
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Dec 03, 2018 [Vol.214]
Two Sources of Uncertainty Have Been Eliminated
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Nov 19, 2018 [Vol.213]
Imminent US-China agreement means the technical correction exit is not far away
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Nov 06, 2018 [Vol.212]
Ichioka vs. Musha - Where is risk now and how serious are risk factors? - A brief correction rather than a bear market is an excellent buying opportunity
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Oct 29, 2018 [Vol.211]
Internal market forces rather than fundamentals are fueling volatility
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Oct 15, 2018 [Vol.210]
Merely a technical downturn that has created a springboard for higher prices - Uncertainty created by VP Pence’s US-China cold war declaration will disappear within a few weeks
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Oct 02, 2018 [Vol.209]
The Japan/US mega-economies and stock price boom are realities The opposition party victory in the Okinawa governor’s race will weaken the yen and push up stock
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Sep 19, 2018 [Vol.208]
The secret behind the remarkable improvement in JP corp earnings & prospects for its sustainability - International division of labor within companies is making overseas operations a profit center
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Sep 05, 2018 [Vol.207]
Japan will clearly be a beneficiary as the US-China trade war continues
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Aug 27, 2018 [Vol.206]
Are Japanese stocks on the verge of a turning point?
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Aug 21, 2018 [Vol.205]
Trade War Midway Report: Approaching the point where the US succeeds and China retreats - Avoiding a collision will trigger a relief rally starting in the fall
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Aug 01, 2018 [Vol.204]
Let’s assume stock prices reflecting 2% inflationary expectation, sealed exit theory - Should the BOJ take a guidance target for stock prices into view?
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Jul 12, 2018 [Vol.203]
The true nature of the Trump administration and a stronger dollar
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Jul 06, 2018 [Vol.202]
The US-China Trade War and China’s Achilles Heel - A 2015-style crisis in China will not happen this time
