Strategy Bulletin
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Apr 09, 2025 [Vol.377]
The Great Trump Tariff and the Stock Market Crash with Shigenobu Kawada ～The Trump administration's side of the story is the only way to understand the market～
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Apr 01, 2025 [Vol.376]
The Contrasting Change of Balance of Payments between the U.S. and China ～ The Real Cause of the Trump Administration's Major Shift in Global Strategy~
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Mar 21, 2025 [Vol.375]
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Mar 06, 2025 [Vol.374]
Is Trump an imperialist?
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Feb 17, 2025 [Vol.373]
Disagreement with the Commentaries on BOJ’s” Review of Large-Scale Monetary Easing”
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Jan 20, 2025 [Vol.372]
Japanese Stock Outlook for 2025 ～M&A Boom and Share Buybacks to Take Center Stage
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Jan 01, 2025 [Vol.371]
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Dec 20, 2024 [Vol.370]
Can Japanese Stocks be a Substitute for American Sole Winner in 2025?
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Nov 15, 2024 [Vol.369]
The Overlooked Historical and Economic Significance of Trump's Appearance
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Nov 13, 2024 [Vol.368]
Trump's 2025, Heading to the Bubble ~ U.S. Capitalism Continues to Evolve ~
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Oct 31, 2024 [Vol.367]
Why are post-election stock prices expected to rise in Japan and the U.S.? ~Full-scale launch of fiscal policy ~
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Oct 15, 2024 [Vol.366]
Long-term asset price cycles and the risk of not owning Japanese stocks ~ Japanese stocks are more attractive than All Countries Index ~
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Sep 30, 2024 [Vol.365]
Stock Prices are the Referee ~ What the Kishida, Ueda, and Ishiba shocks mean~
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Sep 20, 2024 [Vol.364]
If Ms. Takaichi would become LDP President, She will revive the Abenomics bull market
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Sep 16, 2024 [Vol.363]
Rising U.S. real interest rates are a factor in higher stock prices and a stronger U.S. dollar ～ Expectations of interest rate cuts have gone too far～
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Aug 19, 2024 [Vol.362]
Why High Stock Prices Can Diverge from Real-Life Experiences and Still Be Justified ～The J-Curve Effect of a Weakening Yen Leads to an Increase in Economic Volume ～
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Aug 14, 2024 [Vol.361]
Consider the possibility that the Ueda shock could be the start of a major bull market
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Aug 04, 2024 [Vol.360]
The " weak yen is bad "theory is killing stock prices -How to view the Midsummer Nightmare?-
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Jul 21, 2024 [Vol.359]
A Tale of Two Cities, Washington and Beijing, July 18 ~Why is Mr. Xi making a series of bad measures under the U.S.-China confrontation?
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Jul 15, 2024 [Vol.358]
We cannot overlook the “weak yen is bad” theory ~Do not break the back of Japan's economic revival~
