Strategy Bulletin
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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
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Oct 31, 2022 [Vol.317]
The Chinese Court Revolution and Its Impact on Japan ~ Why the J-Curve effect is particularly powerful this time around
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Oct 25, 2022 [Vol.316]
The yen’s sharp fall will unravel the 'deflationary equilibrium'
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Oct 07, 2022 [Vol.315]
Japanese investors' portfolios need a major overhaul - Possibility of the eve of the start of the Japanese stock market explosion
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Oct 04, 2022 [Vol.314]
Wage increases are needed to address the rise of right-wing and fall of the middle class in the West
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Sep 14, 2022 [Vol.313]
Dollar appreciation under negative real interest rates ~ Two major factors enabling a mild landing in the US
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Sep 05, 2022 [Vol.312]
Huge resilience stored in Japanese equities (= 2 price gaps)
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Aug 03, 2022 [Vol.311]
Abenomics' historical achievements and Japan's future - The sophistry that Abenomics has failed Lecture notes of the memorial seminar for former Prime Minister Abe (2)
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Aug 01, 2022 [Vol.310]
Shinzo Abe, Japan, and the World Lecture notes of the memorial seminar for former Prime Minister Abe (1)