Tactical Trading - JPY Weakness Has Likely Run Its Course for Now
With ​US government bonds oversold, the Japanese Yen is expected to strengthen causing the major Japanese indices to continue to tread water
345 Views
Overview #8 Plus Ca Change...
A review of recent events/data impacting our investment themes and outlook. Japan the Japanese Yen, China as well as Uranium
533 Views
Overview #7 Speculative Positioning Review
​Recent events/data have led to a dialing back of expectations for US interest rate cuts, while CFTC data indicates a decrease in speculative...
272 Views
Are We There Yet? What Next for Japanese Assets?
​The change in trend in the JPY will shift investor sector preferences and benefit segments of Japan's economy through increased real incomes and...
277 Views
July Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
333 Views