Strategy Bulletin
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May 24, 2010 [Vol.15]
U.S. and German legislatures may end the market’s dark mood - Let’s give high marks to the positive surprise from legislators -
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May 11, 2010 [Vol.14]
The Black Swan Farce – Risk-taking will stage a quick comeback –
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May 10, 2010 [Vol.13]
The crisis in Greece can be contained
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Apr 27, 2010 [Vol.12]
The revival of the U.S., German and Japanese economies – Germany is gaining a competitive advantage as the crisis in Greece unfolds –
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Apr 19, 2010 [Vol.11]
The U.S. economy is in a “sweet spot" -An excellent opportunity to buy on dips
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Mar 24, 2010 [Vol.10]
Why will Japanese stocks have the highest returns of 2010? Three shortcomings have become three advantages.
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Mar 15, 2010 [Vol.9]
The yen carry trade will soon replace the dollar carry trade High stock prices and a strong dollar will pull the rug out from under the pessimists.
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Mar 08, 2010 [Vol.8]
We are probably seeing the beginning of a major rally
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Mar 02, 2010 [Vol.7]
A steep drop in the U.S. saving rate signals a major shift
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Feb 12, 2010 [Vol.6]
The Crisis in Greece: Rhodes is here, here is Where You Jump!
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Feb 08, 2010 [Vol.5]
All three of the most important indicators point to higher stock prices in Japan
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Feb 03, 2010 [Vol.4]
The U.S. recovery gains momentum and signs of an earnings-driven market become unmistakable The financial system reform debate is far from a conclusion.
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Jan 22, 2010 [Vol.3]
Dark clouds loom for risk-takers Criticism of financial institutions grows as possible revisions to the financial system emerge.
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Jan 13, 2010 [Vol.2]
The end of the “endaka penalty” will spark Japan’s revival.
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Jan 04, 2010 [Vol.1]
2010 may be the beginning of a glorious decade. But will the “Greenspan conundrum” become a problem once again?
