What Do You Buy if the Softbank Mega-Buyback Drives a Nikkei Squeeze?
Softbank stock ended up locked limit up towards the end of the trading day after the company announced a massive ¥4.5trn in asset...
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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With Earnings About to Start, Names that Have Recently Revised or Have Analysts Still Confused....
Earnings will start in earnest in the next couple of weeks and so we thought we would take a look at 1- companies that have recently revised...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Toyo Seikan To Take Out Toyo Kohan Minorities
This is a small-cap Risk Arb situation. I think it relatively safe, but float is under $300mm. A respectable size is possible, but not huge.On the...
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