Strategy Bulletin
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Jul 27, 2012 [Vol.75]
Excessive U.S. consumption or excessive Chinese investments ? Which is the bigger problem? The world needs to create more consumption
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Jul 19, 2012 [Vol.74]
China faces an “investment cliff” The dangers of a resumption in investments
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Jul 02, 2012 [Vol.73]
Global risk-taking will begin with Japanese stocks
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Jun 06, 2012 [Vol.72]
The abnormal decline in stocks only in Japan amid ultra-low interest rates - BOJ policy shift may spark a powerful rally in Japan -
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May 28, 2012 [Vol.71]
The Beginning of the New BPR Revolution
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May 22, 2012 [Vol.70]
Ending the worst-case scenario for Europe may spark a summer rally
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Apr 23, 2012 [Vol.69]
The failure of the BOJ’s approach is now obvious Deflation is ending, the yen is weakening and stocks are rising
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Apr 17, 2012 [Vol.68]
The BOJ must not miss this prime opportunity to end deflation
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Apr 11, 2012 [Vol.67]
No need to worry about the bottom falling out of the JGB market
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Mar 21, 2012 [Vol.66]
Shifting from the Bond Era to the Stock Era The start of interest rate arbitrage to eradicate a risk premium of unprecedented scale
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Mar 12, 2012 [Vol.65]
2012 Is the Year of Japan ? Throw Off the Shackles of Pessimism! Another look at the tailwind of globalization for the US, Germany and Japan
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Feb 27, 2012 [Vol.64]
BOJ’s “About Face” Will End Endaka Deflation Nikkei to reach \13,000 and yen/dollar \90 at the end of 2012
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Feb 09, 2012 [Vol.63]
This Rally is the Real Thing: Investors Cannot Ignore a 6% Yield (Dividends + Buybacks)
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Jan 26, 2012 [Vol.62]
Why is Japan performing so poorly? ～ The policy differences behind the gaps in stock prices ～
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Jan 04, 2012 [Vol.61]
Debt-based Historical View vs. Productivity-based Historical View (Part 6) Is the triple-high a precursor of a U.S. economic rebound?
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Dec 06, 2011 [Vol.60]
Debt-based Historical View vs. Productivity-based Historical View (Part 5) Resolving the euro trilemma and saving Europe from the debt crisis
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Nov 09, 2011 [Vol.59]
Why are stocks strong worldwide, even as fears mount in Europe’s bond markets? Investors may expect massive monetary easing, and asset and wage inflation in Germany
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Oct 28, 2011 [Vol.58]
Markets are at a turning point as a round of extreme global monetary easing begins
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Oct 24, 2011 [Vol.57]
Debt-based Historical View vs. Productivity-based Historical View (Part 4) Overcome the crisis dredged up by “debt hysteria”
- A PKO by the ECB and EFSF -
Oct 11, 2011 [Vol.56]
Debt-based Historical View vs. Productivity-based Historical View (Part 3) What is the meaning of upturns in the price of gold during shifts in currency regimes?
