Strategy Bulletin
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Jul 14, 2022 [Vol.309]
The U.S. Economic Recovery Theory You Haven’t Realized Yet - The U.S. Bubble Burst Theory that is making too much noise...
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Jun 27, 2022 [Vol.308]
It's not yen carry, it's Buffett carry -The final chapter of Japanese asset deflation
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Jun 06, 2022 [Vol.307]
First Summer after the Covid-19, Time for Japanese Stocks
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May 23, 2022 [Vol.306]
Good Inflation Leads U.S. to Soft Landing
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May 06, 2022 [Vol.305]
The key is the strengthening of TSMC's Japan base and Taiwan-Japan industrial cooperation - The decisive factor of Japanese industrial revival, the weakening of the yen has arrived! (2)
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May 02, 2022 [Vol.304]
The irreversible ¥130/dollar, the path to the revival of high-tech industrial clusters - The decisive factor of Japanese industrial revival, the weakening of the yen has arrived! (1)
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Apr 18, 2022 [Vol.303]
"The decline of the US" is not only wrong but also sinister - The global democratic liberal order will be reconstructed
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Apr 01, 2022 [Vol.302]
From punitive Yen appreciation to beneficial Yen weakness
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Mar 16, 2022 [Vol.301]
War in Ukraine and energy security
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Mar 04, 2022 [Vol.300]
Putin's invasion of Ukraine, the beginning of Russia's decline?
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Feb 21, 2022 [Vol.299]
A renaissance of the "consumption is a virtue" philosophy - The root cause of Japan's economic defeat: the entrenched acceptance of deflation
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Feb 07, 2022 [Vol.298]
The deeper meaning of the ongoing reduction of the wage gap -Fiscal policy and inflation as a channel for inter-sectoral income redistribution
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Jan 01, 2022 [Vol.297]
Japanese Stocks in 2022, Positive Surprise Expected - Focus on the business models of Japanese companies that will lead the NEXT GAFAM
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Dec 09, 2021 [Vol.296]
US monetary policy outlook for 2022 and the evolution of equity capitalism in the US
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Dec 03, 2021 [Vol.295]
Is US-China decoupling possible?
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Nov 16, 2021 [Vol.294]
Theoretical Conflicts over the Stock Market - The New Capitalism in the U.S.
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Nov 01, 2021 [Vol.293]
Supply Chain Disruptions and Inflation Outlook, Implications for Japan - Most supply-side disruptions are transitory, but oil & gas price hikes require caution
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Oct 19, 2021 [Vol.292]
Stronger dollar and weaker yen will improve Japan's price competitiveness and boost corporate profit
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Oct 11, 2021 [Vol.291]
Japan's Stock Market Crash and Kishida's Economic Policy: Two Sides to Consider
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Sep 27, 2021 [Vol.290]
Evergrande crisis signals the end of the growth story with Investment=Debt expansion ～The financial crisis will be averted for the time being, but a marked slowdown is inevitable
