Strategy Bulletin
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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~
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Jun 24, 2024 [Vol.357]
Analysis of “from Japan Decline,China Rise to Japan Rise ,China Decline"(2) ～The Japanese Revival from the Collapse of the Bubble Economy and Lessons for China
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Jun 23, 2024 [Vol.356]
An Analysis of the Inevitability of the "Japan Decline with China Rise to Japan Rise with China “(1) ～The Japanese Revival from the Collapse of the Bubble Economy and Lessons for China～
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Jun 02, 2024 [Vol.355]
A Consideration of “What if Trump win” ～Is Trump's Challenge a Factor in Higher Stocks and Dollar?～
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May 28, 2024 [Vol.354]
Recommendation of Optimism ～Optimism is reasonable and makes people happy.～
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May 14, 2024 [Vol.353]
The disadvantages of a weak yen, essentially none ～ The unacceptable bad yen argument～
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Apr 15, 2024 [Vol.352]
U.S. Rate Cut Delayed, Fed to Curb Resk Taking
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Mar 18, 2024 [Vol.351]
Time of Heaven, Earthly advantage, and Harmony of People" Driving the Revival of Japan's Semiconduct ~Not Just Geopolitics~
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Feb 26, 2024 [Vol.350]
Record-high, reasonable stock prices will take off thanks to a major revival of the high-tech ind. ～The key is Taiwan-Japan industrial cooperation～
