Strategy Bulletin
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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?
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Oct 04, 2011 [Vol.55]
Debt-based Historical View vs. Productivity-based Historical View (Part 2) Productivity and credit have propelled the DJIA over the past 100 years
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Sep 30, 2011 [Vol.54]
Establishment of a wallet for governments will fuel a V-shaped stock market rebound
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Sep 26, 2011 [Vol.53]
Debt-based Historical View vs. Productivity-based Historical View (Part 1) It’s time to liquidate ‘liquidationism’
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Sep 22, 2011 [Vol.52]
Financial markets test the water An ample supply of dollars; differences between today and the 1930s
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Aug 22, 2011 [Vol.51]
Negative Effects of the “Sovereign Debt” Explanation
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Aug 05, 2011 [Vol.50]
Avoiding a reoccurrence of 1937 ｒRebuilding measures for urgently needed reflation measures
