Strategy Bulletin
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Aug 07, 2023 [Vol.337]
Significance of BOJ's YCC Policy Change ~ Increased confidence in the BOJ's ability to carry out its policy
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Jul 11, 2023 [Vol.336]
Bidenomics and the Death of Laissez Faire ~ The First Regime Shift in 40 Years Caused by the U.S.-China Conflict
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Jul 03, 2023 [Vol.335]
China's declining economy, India's rising economy, and slowly advancing encirclement against China
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Jun 19, 2023 [Vol.334]
U.S.-China Conflict, Environmental Issues, and EV Policy Dichotomies
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Jun 05, 2023 [Vol.333]
Japanese Stocks Outstandingly High, U.S.-China Confrontation and Super Weak Yen Turned the Tide
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May 16, 2023 [Vol.332]
The era of low interest rates is not over
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May 08, 2023 [Vol.331]
Both sides of the Atlantic, GAFAM and LVMH thrive - Demand for Luxury Goods as a Guide
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Apr 19, 2023 [Vol.330]
Fundamental Contradictions and Inflation in the U.S. Economy - The "Too Good to Be True" (Mystery) of the U.S. Economy and its Basic Contradiction (2)
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Apr 13, 2023 [Vol.329]
Vectors aligned for investing in Japanese stocks Spring 2023 - A virtuous cycle of New Capitalism will begin!
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Mar 13, 2023 [Vol.328]
Monetary tightening without rationality nears end - SVB failure could be the starting point for a U.S. stock market rally
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Mar 06, 2023 [Vol.327]
Kishida Administration's Execution Capability to be Commended - 2023 could be the year of Japanese stocks
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Feb 20, 2023 [Vol.326]
Ueda's New BOJ Regime: Two Favorable Conditions Not Present in Kuroda's Regime
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Feb 14, 2023 [Vol.325]
Is the "too convenient truth" covering the U.S. economy false? - The "Too Good to Be True" (Mystery) of the U.S. Economy and its Basic Contradiction (1)
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Feb 06, 2023 [Vol.324]
Global Economy and Markets on the Rise - The possibility of a bull market is growing amidst skepticism
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Jan 23, 2023 [Vol.323]
Closer to Victory, Fighting a "Deadly Disease" ~ YCC correction will raise inflation expectations and bring about a stock market rally
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Jan 01, 2023 [Vol.322]
Why 2023 is the Year of Great Transformation
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Dec 22, 2022 [Vol.321]
Bank of Japan on the offensive, risk averters in a tight spot
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Dec 19, 2022 [Vol.320]
Economic Outlook for 2023, Inspecting Risk Scenarios - Why you don't have to be pessimistic about next year
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Dec 01, 2022 [Vol.319]
Global growth driven by a strong dollar, embarking on the dollar empire cycle
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Nov 21, 2022 [Vol.318]
Urgent necessities of corporate strategic change in 3 fields From strategy that overcame deflation w/strong yen to one that'll prevail under weak yen & inflation