Japan
I have been nursing a big breakout theory on the Nikkei since it broke out in 2016. I have not held Japanese stocks for most of that time but have…
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September 16, 2020
NFTRH+; Turning Japanese (again)
The "again" in the title refers to the previous false start on the big picture Japan situation. People can argue all they want about why Japan is not fundamentally bullish,…
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April 17, 2019
On an Unpleasant Day, Here’s Something Green
So I am not going to pretend I've got all the answers on a day like this. My broad market longs are very mixed, my shorts are good and my…
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April 23, 2018
Japan at New Highs = Significant
Sure, we know the US is flying around up there in blue sky. And we know that the US "man in the middle" is also finally in blue sky. But…
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January 3, 2018
Industrial Metals, Global Growth, a Decision on How to Play Canada and a Look at Japan vs. US
The NY Fed's Empire index is the latest in a line of strong manufacturing reports. Several 'global vs. US' stock market charts are looking prospective, and then of course there…
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October 16, 2017
CNBC Article Pumps Japan About 1.5 Mos. Too Late
Hey, did you know that the Yen has been bearish? Did you know that on October 10, when the Yen was just breaking down we made this NFTRH+ update highlighting…
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November 28, 2016
Euro & Yen Continue Down the Bear Path
The Euro is just a basket case right now. Daily chart... But I am not interested in the Euro so much as I am in ways to benefit from its…
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October 24, 2016
NFTRH+; Yen-Hedged Japan (Look Ahead)
We've been noting a deterioration in the Yen's technical status lately, which would help Japanese exports and its stock market in general. Here is the daily view of the Yen,…
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October 10, 2016
A Prime Machine Tool Builder w/ a Hyped Twist falls flat in Q4
I used to get freely distributed emails (i.e. non-premium) from a well regarded service based in the UK. They struck me as very smart and very buttoned down. What they…
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January 28, 2016
Opposing Views on Japan, Wisdom Tree & Japan Macro Advisors
On November 2 NFTRH+ had a spotlight on the Yen-hedged DXJ fund. We have also looked at Japanese Machine Tools/Robotics company FANUY and Financials, MTU and SMFG in light of…
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November 18, 2015
NFTRH+ Trade Setup; Yen Hedged Japan
Reference the Global Stock Markets segment in NFTRH 367. We noted a nice pattern on Nikkei and a couple gaps up higher to be filled. Here is the Yen-hedged ETF…
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November 2, 2015
Multi-Market Update
Add the US dollar to the list of items that are in question and on the move. The green circles show the higher highs and higher lows made by USD since the May low. In June it spiked down, tested that low and then shot higher.
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August 13, 2015
The Fed’s Great Adventure in Inflation
In the current policy and media stoked market environment, anything is possible. It’s the wonderful, magical world of hands-on policy making. 5 years after the financial crisis, but still not enjoying a ramping economy like the good old (and long gone) days of the last great secular bull market (RIP 2000)? Just sit back, relax and let the man in charge control the image.
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September 20, 2013