Month / October 2019
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October crash that never came while we temporarily remove Softbank from our shorts
US stocks edge higher led by techs and industrials as Japanese names follow suitThe S&P 500 continued to inch closer to its all time highs as tech stocks continue to lead the…
October 27, 2019 -
3 key pillars behind our long strategy
Japanese market climbs further; 3 key pillars for our long picksAlthough US stocks continue to find resistance with S&P failing to clear its 3000 resistance line, our own market in Japan is…
October 20, 2019 -
Coming weaker earnings not a concern as we see great shorting opportunities among defensives
A volatile week ended in a positive tone from trade talksAfter much speculation about the direction of US/China trade talks that whipsawed the markets, with US blacklisting more Chinese firms and pondering…
October 12, 2019 -
After years of Nikkei outperforming broader market we suggest to long Topix/short Nikkei
US stocks continue to struggle ahead of earnings but no signs of panicUS stocks continued to struggle to make further gains for the third week in a row as investors remained concerned…
October 6, 2019