Daily Brief Thematic (Sector/Industry): Ohayo Japan | US Market on Hols; TSE Releases THE List and more

In today’s briefing:

Ohayo Japan | US Market on Hols; TSE Releases THE List

US markets closed; Nikkei futures point to stronger open; VIPs head to Davos
TSE strengthens influence on CEOs, unveiling a list of companies improving capital efficiency and stock prices….and by omission, those that are not.
Japan experiences an eight-year high in corporate bankruptcies in 2023, with failures increasing across all sectors due to surging prices, labor shortages, and COVID-19 relief loan repayments.

The red & blue arrows highlight the apples-to-apples comparisons to be made between the respective bars (more details below)
Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022.
This article is a repeat of that for all the stocks I had written about in 2023.

As we begin 2024, the past few week have been consumed with media chatter over the launch of new bitcoin ETF’s with predictions this would unleash a new bitcoin bull market, meanwhile price action in different market sectors have been off to surprisingly strong starts.
Regardless of your favorite market prognosticators’ forecast for 2024 (up, down, or sideways), catching emerging waves in the start of each year, especially paying attention to volume and price, can lead to significant outperformance.
For example, if you recall back to January 2023’s earnings call season, it featured an eye opening proclamation from Microsoft CEO Satya Nadella that “We [Microsoft] fundamentally believe the next platform wave will be AI” which came exactly one day before Microsoft announced its rumored $10B investment in OpenAI.

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