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Stay the Course As Mixed Signals Move Markets
Stay the Course As Mixed Signals Move Markets July 1, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Traders stampeded out of gold, emerging markets and bonds this month,...
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For Abenomics, the Hard Part Is Still to Come
by Guy Bruten, AllianceBernstein Prime Minister Shinzo Abe’s “Abenomics” program, designed to revive Japan’s economy, was a big success in its first five months, easily surpassing low expectations. But...
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JP Morgan: How Similar Is China To Japan In The Late 1980s?
China is similar to Japan in the 1980s in terms of financial imbalances and challenges for the real economy, but, as JPMorgan notes, China differs in terms of its stage of economic development. Turning...
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The Emperor
The Emperor (via Market Shadows) The Emperor Courtesy of Joshua M Brown, The Reformed Broker “This is going to be a good cycle to be felt by our people” Shinzo Abe’s Liberal Democrats have taken...
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Japan Firing The Third Arrow
by Guy Bruten, AllianceBernstein Japanese Prime Minister Shinzo Abe’s ability to implement his agenda is politically unfettered. But can he deliver, and will his policies work? We remain cautiously...
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BNP Warns Only 10% Chance That Abenomics “Ends Well”
Japan’s core CPI (which excludes perishables) surged 0.7% y/y in July, but the upturn is largely due to higher prices for energy that reflect rising import prices due the yen’s weakness. Despite global...
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The Nikkei is at an Interesting Juncture
by Charts Etc. The Nikkei is setting up to resume its rise. The weekly chart below says it all: Source: Stockcharts.com After completing a double-bottom spanning four years, the Index broke out late...
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4 Reasons Japan Could Continue to be the Land of the Rising Stock Market
Japan has been the land of rising stocks this year — Japanese equities are up nearly 40% year-to-date. Russ explains why he believes the market offers more upside potential and a near-term opportunity...
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Things That Make You Go Hmmm… Like Japan’s “Economics Of The Hopeless”
by Grant Williams, Things That Make You Go Hmmm… The definition of the term Hail Mary as it pertains to football, provided here by Wikipedia, does a sterling job of setting the stage for this week’s...
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Rick Ferri: What’s the Optimal Allocation to Foreign Equities?
What’s the Optimal Allocation to Foreign Equities? by Rick Ferri Nearly every financial adviser will tell you that foreign stocks should be part of a well-diversified portfolio. Yet, an analysis of the...
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Goldman Reveals Top Trade #6 for 2014: Buy US, Japanese, and European Banks
From Goldman Top Trade Recommendation #6: Long DM (Japan, US and European) Banks Our sixth Top Trade recommendation for 2014 is a long position in large-cap bank indices in the US, Europe and Japan,...
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Joshua Brown: Is the Japan Trade Over?
by Joshua Brown, The Reformed Broker The Nikkei is now down 14% from it’s late-December high after an amazing year in 2013. This year’s drubbing has prompted some to say that the Japanese long-equities...
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Gavekal: Japan’s Self-Defeating Mercantilism
by Joyce Poon, Gavekal Asia Research Director, In the 16 months since Japanese Prime Minister Shinzo Abe launched his bold plan to reflate Japan’s shrinking economy the yen has depreciated by 22%...
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Som Seif: Investment Outlook, Risk, Rotation, and Canadian Equity Update (Q2,...
by AdvisorAnalyst.com We recently sat down with Som Seif, CEO, Founder of Purpose Investments, which manages ETFs and matching mutual funds, in Toronto, to get a quarterly update on markets, to discuss...
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Japan’s Kaput?!
Japan’s economy is down but not yet out. The world’s third largest economy won’t go quietly. Both these statements are merely my opinion, but if you believe there’s a risk that I’m right, you may want...
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FT: Europe and Japan stocks to outperform
Europe and Japan stocks to outperform | FT Markets The outlook for global stocks is positive, with Europe and Japan leading the field, says Luca Paolini, chief strategist with Pictet Asset Management....
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Connecting the Dots - January 5, 2016
Connecting the Dots - January 5, 2016 by Erik Swarts, Market Anthropology As trading commenced for the new year, Santa's fine offerings were shamelessly returned, as if to imply that cash was the...
View ArticleDavid Rosenberg: What a Strong Yen Means to Markets
David Rosenberg, chief economist strategist at Gluskin Sheff, discusses what the yen at a 17-month high means to investors, the next central bank he expects to move, and offers his take on the FOMC...
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Lost in Translation
Lost in Translation by Brad Tank, CIO, Neuberger Berman Markets should not be so disappointed at Japan’s policy measures. A year ago, I attended a conference organized by one of our clients, and all...
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A Breakdown of the Latest from the Bank of Japan
by LPL Research The Bank of Japan (BOJ) made a major announcement yesterday, though it is hard to fully understand the implication, and perhaps even what its end game is. Over the years, BOJ policy has...
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