JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
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Fastest Horses into September Stall
US equities remain bullish on dips with DJI and financials (leaning into a rate hike) the laggard bets. Market breadth is weak with A/D line...
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JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
523 Views
Is 'Womenomics' A Sham?
As Lully Miura points out in a CSIS Newsletter, the election of Yuriko Koike to the Tokyo governorship by over 10 million voters is a landmark...
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Japan Market Strategy - Japanese 1Q Earnings Better than Feared
As we head into Obon, with earnings season now behind us, the impression is that Japan has dodged a bullet on the earnings front. The surge in the...
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