Japan Needs New Bazooka
Increasing urgency for policy action Exports are cratering, plunging 14% y/y in July, after falling 7.4% in June, the worst decline in its exports...
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The Best Chart I Have Ever Seen... Well This One Ranks High
I have thought long and hard about writing this, in part because my firm is a relatively new contributor to this site, and in part because someone...
462 Views
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...
315 Views
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...
233 Views
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...
326 Views