#368 takes an in-depth look at Japan from a currency dynamics, macro fundamental and technical view by a former manufacturing guy (and exclusive user of Japanese machine tools and controllers) and latter day TA and macro market guy. We break down Fanuc’s (FANUY) business segments (incl. the much hyped Robotics) and even throw in EWI’s Kondratieff seasonal change to bullish.
We look at the US Payrolls report for October and find a reversion to the trend, which is basically sideways. We also update the ignominy in gold and commodities, along with stock markets, macro indicators and currencies.
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