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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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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Spectranetics Nearing Expected FDA Approval of Stellarex
Spectranetics Corp. is expected to receive Food and Drug Administration approval this summer for its drug-coated balloon catheter used to treat...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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