To The Moon

1. The Formal End of the Era of Global Negative Interest RatesThe Bank of Japan concluded its two-day monetary policy meeting on the March.19th and decided to set its policy interest rate in the range of 0% to 0.1%, marking the first rate hike by the Bank of Japan in 17 years since February 2007.Hideo Kumano, Chief Economist at Japan's First Life Research Institute, said, "This is a significant policy shift, much more comprehensive than I expected." With this, the formal end of the era of global negative interest rates (in recent years, the BOJ has been the only central bank in the world to maintain negative interest rates) has arrived. This historic shift aims to free the Japanese economy from the deflationary spiral. The effectiveness of Japan's negative interest rate policy, a non-tradi

Japan's Nikkei share average $SGX Nikkei 225 - main 2403(NKmain)$ , opens new tab hit a record high on Thursday, surpassing its 1989 peak after a year-long rally driven by cheap valuations, corporate reforms and investment flows diverted from a battered Chinese stock market.Here's what analysts and investors say:1. TSUTOMU YAMADA, SENIOR MARKET ANALYST, AU KABUCOM SECURITIES, TOKYO"For us traders, this marks the arrival of a new era. It feels like the stock market is telling us that we've finally escaped from deflation and a new world has opened up."Compared with 34 years ago, the make-up of the stock market is totally different. Today, looking at the Nikkei average as a profitable security, it's still quite easy to buy. 39,000 is just a waypo

[Miser][Miser][Miser]Japanese Stocks hit highest prices since 1990, Buffett wins again!1.Japan stocks hit 34-year high, Japan’s Nikkei 225 Climbs Back to Highest Since 1990 Bubble Era.The Nikkei rose 25% in 2023, its best performance in 10 years, and topped the list of global stock index gains in 2023. The main reason is that the Japanese authorities are pushing companies to increase shareholder value. In addition, Japan's decades-long deflation has subsided and asset prices have risen moderately.Japanese asset tickers that may interest you:Futures tickers : $SGX Nikkei 225 - main 2403(NKmain)$ $OSE Nikkei 225 - main 2403(JNImain)$ETFs tickers: $iShares JPX-

A few days ago, Berkshire Hathaway, led by Warren Buffett, increased its stake in $Occidental(OXY)$ Petroleum , raising its stakes to 25%. Buffett's favoritism towards Occidental Petroleum is well-known, and with the endorsement of the stock market guru, Occidental Petroleum is one of the strongest performing companies in the energy sector.However, Buffett also endorsed an oil and gas company. On July 10th, $Berkshire Hathaway(BRK.B)$ Energy agreed to acquire a 50% stake in $Dominion Resources(D)$ energy's Cove Point liquefied natural gas (LNG) facility in Maryland for $3.3 billion. After the completion of the transaction, Berkshire Hathaway will own a 75% limited p

On June 27th, the aviation industry experienced a general surge, with the $U.S. Global Jets ETF(JETS)$ soaring by a remarkable 4.41%, approaching the high point seen in February. Among the three major airlines, $Delta Air Lines(DAL)$ led the rally, reaching a new high for the year and returning to its March 2020 level. $United Continental(UAL)$ and $American Airlines(AAL)$ had relatively smaller declines previously, so their rebound on the same day was slightly less impressive. UAL has shown the strongest rebound since the beginning of the year. Overall, the aviation industry has benefited from low oil prices and a slowdown

A chain reaction will deeply damage the outlook of US banks. Still not done with the collapse 

Anyone got free "R"card from the Tiger game, can share with me? Many thanks in advance!

Warren Buffett’s Berkshire Hathaway made significant investments in five major Japanese companies in August 2020. The companies in which Berkshire Hathaway invested are: 1. Itochu Corporation: Itochu is a diversified conglomerate engaged in various businesses such as trading, textiles, machinery, energy, and more. Berkshire Hathaway acquired a stake in the company. 2. Marubeni Corporation: Marubeni is another prominent Japanese trading company involved in various sectors like energy, metals, chemicals, machinery, and more. Berkshire Hathaway also invested in Marubeni. 3. Mitsubishi Corp: Mitsubishi Corp, a part of the Mitsubishi Group, is one of Japan’s largest trading and investment companies. Berkshire Hathaway purchased shares in Mitsubishi Corp. 4. Mitsui & Co.: Mitsui & Co

Tytyty good morning 

Awesome article. Cool to see the insights made here.

Okay okay okay okay okay 

When the shogun of value investing in Japan says "jump", my only possible response is "How high?". The Japanese stock market has been one of the bright stories this year UP +29% relative US stocks which are up +15%. The rally in Japanese stocks in 2023 has been broad-based. What's interesting about Japanese stocks is the rally has not be by singular sectors or themes (like the US) but by but rather a more broad-based rally. Japan has been put on the map by global investors since Warren Buffett’s Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ made their earlier investments in Japanese commodity trading firms. Buffett disclosed in August 2020 that he acquired slightly more than 5% in each of Japan's top five trading houses: Itochu Corp, Marube

Amazing work and great 

When the shogun of value investing in Japan says "jump", my only possible response is "How high?". The Japanese stock market has been one of the bright stories this year UP +29% relative US stocks which are up +15%. The rally in Japanese stocks in 2023 has been broad-based. What's interesting about Japanese stocks is the rally has not be by singular sectors or themes (like the US) but by but rather a more broad-based rally. Japan has been put on the map by global investors since Warren Buffett’s Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ made their earlier investments in Japanese commodity trading firms. Buffett disclosed in August 2020 that he acquired slightly more than 5% in each of Japan's top five trading houses: Itochu Co

Me Ty help is good [Tongue] 

Not a bad bet, Nikkei beating the S&P this year.

June 19th, $Berkshire Hathaway(BRK.B)$ announces its further increase in holdings of Japan's Five Major Trading Companies!After the close of the Japanese stock market on June 19th, Berkshire Hathaway announced that it will continue to increase its holdings in Japanese stocks. Through its wholly-owned subsidiary, National Indemnity Company, Berkshire Hathaway has raised its average stake in Japan's five major trading companies to over 8.5%.The five major trading companies in Japan are $Itochu Corp.(ITOCY)$, $Marubeni Corp.(MARUY)$, $Mitsubishi Corp.(MSBHF)$, $Mitsui & Co., L

The S&P 500 and Nasdaq reached their highest closes in 14 months on Tuesday (June 13th) after data showed consumer prices rose modestly in May, boosting bets that the Federal Reserve will not raise interest rates on Wednesday.Regarding the options market, a total volume of 43,195,998 contracts was traded, up 12% from the previous trading day.Top 10 Option VolumesTop 10: $SPY(SPY)$; $QQQ(QQQ)$; $Tesla(TSLA)$; $Nvidia(NVDA)$; $AMD(AMD)$; $IWM(IWM)$; $VIX(VIX)$;

The S&P 500 and Nasdaq futures edged higher on Wednesday as investors overwhelmingly expect the Federal Reserve to pause its monetary tightening campaign later in the day.Market SnapshotAt 8:27 a.m. ET, Dow e-minis were down 70 points, or 0.2%, S&P 500 e-minis were up 7.5 points, or 0.17%, and Nasdaq 100 e-minis were up 26 points, or 0.17%.Pre-Market MoversToyota — The Japan-based automaker’s shares jumped about 5% after shareholders re-elected chairman Akio Toyoda to the board, in a broad endorsement of the company’s governance and new electric vehicle strategy.Logitech International — Shares of the computer accessories company fell more than 10% after Logitech said CEO Bracken Darrell is leaving for an outside opportunity. Citi downgraded the stock to neutral from buy, saying Log

On Friday morning July 23, 1982, news broke around the world that a consortium of Japanese companies was acquiring Rouge Steel… which until that point had been a wholly-owned subsidiary of the Ford Motor Corporation. It was unthinkable: the Japanese were buying up an American steel company??!? But it was just one of the first of many, many more acquisitions to come. Within a few years, Japanese companies and investors had bought up large chunks of prime US real estate, major companies, and just about any US asset they could get their hands on. Sony bought the iconic Columbia Pictures (which had recently released cinematic gems like Ghostbusters and The Karate Kid). Japan’s Bridgestone Corp. snapped up the legendary Firestone Tire & Rubber Co. Mitsubishi bought 51% of the world famous R

1. The Formal End of the Era of Global Negative Interest RatesThe Bank of Japan concluded its two-day monetary policy meeting on the March.19th and decided to set its policy interest rate in the range of 0% to 0.1%, marking the first rate hike by the Bank of Japan in 17 years since February 2007.Hideo Kumano, Chief Economist at Japan's First Life Research Institute, said, "This is a significant policy shift, much more comprehensive than I expected." With this, the formal end of the era of global negative interest rates (in recent years, the BOJ has been the only central bank in the world to maintain negative interest rates) has arrived. This historic shift aims to free the Japanese economy from the deflationary spiral. The effectiveness of Japan's negative interest rate policy, a non-tradi

Japan's Nikkei share average $SGX Nikkei 225 - main 2403(NKmain)$ , opens new tab hit a record high on Thursday, surpassing its 1989 peak after a year-long rally driven by cheap valuations, corporate reforms and investment flows diverted from a battered Chinese stock market.Here's what analysts and investors say:1. TSUTOMU YAMADA, SENIOR MARKET ANALYST, AU KABUCOM SECURITIES, TOKYO"For us traders, this marks the arrival of a new era. It feels like the stock market is telling us that we've finally escaped from deflation and a new world has opened up."Compared with 34 years ago, the make-up of the stock market is totally different. Today, looking at the Nikkei average as a profitable security, it's still quite easy to buy. 39,000 is just a waypo

[Miser][Miser][Miser]Japanese Stocks hit highest prices since 1990, Buffett wins again!1.Japan stocks hit 34-year high, Japan’s Nikkei 225 Climbs Back to Highest Since 1990 Bubble Era.The Nikkei rose 25% in 2023, its best performance in 10 years, and topped the list of global stock index gains in 2023. The main reason is that the Japanese authorities are pushing companies to increase shareholder value. In addition, Japan's decades-long deflation has subsided and asset prices have risen moderately.Japanese asset tickers that may interest you:Futures tickers : $SGX Nikkei 225 - main 2403(NKmain)$ $OSE Nikkei 225 - main 2403(JNImain)$ETFs tickers: $iShares JPX-

June 19th, $Berkshire Hathaway(BRK.B)$ announces its further increase in holdings of Japan's Five Major Trading Companies!After the close of the Japanese stock market on June 19th, Berkshire Hathaway announced that it will continue to increase its holdings in Japanese stocks. Through its wholly-owned subsidiary, National Indemnity Company, Berkshire Hathaway has raised its average stake in Japan's five major trading companies to over 8.5%.The five major trading companies in Japan are $Itochu Corp.(ITOCY)$, $Marubeni Corp.(MARUY)$, $Mitsubishi Corp.(MSBHF)$, $Mitsui & Co., L

A few days ago, Berkshire Hathaway, led by Warren Buffett, increased its stake in $Occidental(OXY)$ Petroleum , raising its stakes to 25%. Buffett's favoritism towards Occidental Petroleum is well-known, and with the endorsement of the stock market guru, Occidental Petroleum is one of the strongest performing companies in the energy sector.However, Buffett also endorsed an oil and gas company. On July 10th, $Berkshire Hathaway(BRK.B)$ Energy agreed to acquire a 50% stake in $Dominion Resources(D)$ energy's Cove Point liquefied natural gas (LNG) facility in Maryland for $3.3 billion. After the completion of the transaction, Berkshire Hathaway will own a 75% limited p

On June 27th, the aviation industry experienced a general surge, with the $U.S. Global Jets ETF(JETS)$ soaring by a remarkable 4.41%, approaching the high point seen in February. Among the three major airlines, $Delta Air Lines(DAL)$ led the rally, reaching a new high for the year and returning to its March 2020 level. $United Continental(UAL)$ and $American Airlines(AAL)$ had relatively smaller declines previously, so their rebound on the same day was slightly less impressive. UAL has shown the strongest rebound since the beginning of the year. Overall, the aviation industry has benefited from low oil prices and a slowdown

The S&P 500 and Nasdaq reached their highest closes in 14 months on Tuesday (June 13th) after data showed consumer prices rose modestly in May, boosting bets that the Federal Reserve will not raise interest rates on Wednesday.Regarding the options market, a total volume of 43,195,998 contracts was traded, up 12% from the previous trading day.Top 10 Option VolumesTop 10: $SPY(SPY)$; $QQQ(QQQ)$; $Tesla(TSLA)$; $Nvidia(NVDA)$; $AMD(AMD)$; $IWM(IWM)$; $VIX(VIX)$;

When everyone is paying attention to the recent trend of the US stock market, or even more To be exact,As 0DTE's volatility suppression seems to permanently freeze the S&P index in the range of 4100-4150 …Picture... The real trend is in Japan, where the Nikkei 225 index closed above 30,000 points for the first time since September 2021, just one step away from the Tokyo Stock Price Index closing at its highest level since 1990.On May 12, I tweeted that the Nikkei 225 Index officially started to rise, and it rose by more than 1,300 points on May 18, accurately grasping the starting point of the trend.PicturePictureThe Nikkei 225 index rose 0.84% to close at 30,093.59 points on Wednesday, with an increase of 7.32% this quarter. By contrast, the S&P 500 index is up less than 1% and th

Following the departure of Sadakazu Tanigaki, the late Shinzo Abe was re-elected chairman of the Liberal Democratic Party (LDP) of Japan on Sept. 26, 2012. Except for the 1993-1994 period, the LDP has consistently been the ruling party in Japan since 1955. Shinzo Abe had grand plans to save Japan after two lost decades of stagnation and deflation. The bursting of a double bubble (both in real estate and the stock market) in the early 1990s ensured that. There was an insufficient response by the Bank of Japan, but Shinzo Abe was allowed to appoint a new governor of the Bank of Japan in April 2013. It became Haruhiko Kuroda, and his appointment allowed the Three Arrows policy to become a success. The first arrow revolved around government investment, the second arrow concerned monetary pol

Wall Street stocks may now technically be in a bull market, but exchange traded fund investors appear to be largely resisting the siren call to jump on board the rally. Net inflows to US equity ETFs did tick up to $22.1bn in May, their highest level this year, according to data from BlackRock. However — technology stocks aside — there seemed to be greater enthusiasm for more idiosyncratic assets such as Japanese equities and gold. “The overarching theme is that flows did pick up in US equity, but still nowhere near the peak of flows we have seen in the past,” said Karim Chedid, head of investment strategy for BlackRock’s iShares arm in Europe, the Middle East and Africa. The relatively lacklustre buying is suggestive of unusually muted enthusiasm for US stocks, even though the S&P 500

It is said that "Sell in May and go away", but the market has steadily hit new highs in May, which usually makes investors cautious. I think there are two main reasons for this: 1. The cooling CPI; 2. A large number of companies have announced better-than-expected earnings during the earnings season. Therefore, I am not considering reducing my position temporarily, but I also need to be wary of a possible pullback in the second half of May. From a macro perspective, the biggest risk may be that the debt ceiling issue may not be resolved satisfactorily.I opened three new positions in May because they were not too beta-heavy and were completely based on "low correlation with the market".No1. $Kenvue Inc.(KVUE)$ Kenvue is a company spun off from John

Since the beginning of 2023, Japanese stock market has outperformed the U.S. stock market.According to Dow Jones Market Data, the TOPIX index, Japan's benchmark index, rose 0.3% on Wednesday, May 17, to reach 2,133.61 points, marking the highest closing level since August 3, 1990.As of Wednesday, the Nikkei 225 index has risen more than 20% year-to-date, surpassing the 8.81% gain of the $S&P 500(.SPX)$ . The largest ETF tracking Japanese stocks, iShares MSCI Japan (WJ), has also risen 11.8% as of Wednesday.data from tradingviewWhy does Japanese stock market hit a 33-year high?1) Dividend payments and share buybacks reached a record high of $71.4 billionJapan has been promoting corporate governance reform for many years, including strengthening

Japan stocks have been outperforming, with the country’s Topix benchmark climbing to its highest since 1990 and Nikkei 225 rising to the highest close in 16 months. A slew of robust corporate earnings, foreign buying, steady BOJ policy, a weaker yen and increased buybacks have boosted investors’ sentiment in Japan’s stocks, with most analysts turning bullish on the world’s third-largest economy.Investors seeking to tap the potential rally should definitely invest in Japan ETFs. While most ETFs have been delivering handsome returns this year, we have highlighted the popular ones that are crushing the broad market fund (SPY Quick QuoteSPY - Free Report) from a year-to-date look. These include iShares MSCI Japan ETF , JPMorgan BetaBuilders Japan ETF , WisdomTree Japan Hedged Equity Fund , Fra

The S&P 500 and Nasdaq futures edged higher on Wednesday as investors overwhelmingly expect the Federal Reserve to pause its monetary tightening campaign later in the day.Market SnapshotAt 8:27 a.m. ET, Dow e-minis were down 70 points, or 0.2%, S&P 500 e-minis were up 7.5 points, or 0.17%, and Nasdaq 100 e-minis were up 26 points, or 0.17%.Pre-Market MoversToyota — The Japan-based automaker’s shares jumped about 5% after shareholders re-elected chairman Akio Toyoda to the board, in a broad endorsement of the company’s governance and new electric vehicle strategy.Logitech International — Shares of the computer accessories company fell more than 10% after Logitech said CEO Bracken Darrell is leaving for an outside opportunity. Citi downgraded the stock to neutral from buy, saying Log

The Japanese Stock Market: A Sleeping Giant The Japanese stock market has been on a journey in recent years, with the Nikkei 225 index more than doubling in value since 2012. There are a number of reasons for this strong performance, including: • Abenomics: The economic reforms implemented by Japanese Prime Minister Shinzo Abe have helped boost the Japanese economy and corporate earnings. • A weak yen: This made Japanese stocks more attractive to foreign investors. • Strong corporate earnings: Japanese companies have been reporting strong earnings growth in recent quarters. • As a result of these factors, Japanese stocks are now trading at some of their highest levels in years. However, there are still a number of attractive investment opportunities in the Japanese market. When choosing Ja

When the shogun of value investing in Japan says "jump", my only possible response is "How high?". The Japanese stock market has been one of the bright stories this year UP +29% relative US stocks which are up +15%. The rally in Japanese stocks in 2023 has been broad-based. What's interesting about Japanese stocks is the rally has not be by singular sectors or themes (like the US) but by but rather a more broad-based rally. Japan has been put on the map by global investors since Warren Buffett’s Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ made their earlier investments in Japanese commodity trading firms. Buffett disclosed in August 2020 that he acquired slightly more than 5% in each of Japan's top five trading houses: Itochu Co

Warren Buffett’s Berkshire Hathaway made significant investments in five major Japanese companies in August 2020. The companies in which Berkshire Hathaway invested are: 1. Itochu Corporation: Itochu is a diversified conglomerate engaged in various businesses such as trading, textiles, machinery, energy, and more. Berkshire Hathaway acquired a stake in the company. 2. Marubeni Corporation: Marubeni is another prominent Japanese trading company involved in various sectors like energy, metals, chemicals, machinery, and more. Berkshire Hathaway also invested in Marubeni. 3. Mitsubishi Corp: Mitsubishi Corp, a part of the Mitsubishi Group, is one of Japan’s largest trading and investment companies. Berkshire Hathaway purchased shares in Mitsubishi Corp. 4. Mitsui & Co.: Mitsui & Co

When the shogun of value investing in Japan says "jump", my only possible response is "How high?". The Japanese stock market has been one of the bright stories this year UP +29% relative US stocks which are up +15%. The rally in Japanese stocks in 2023 has been broad-based. What's interesting about Japanese stocks is the rally has not be by singular sectors or themes (like the US) but by but rather a more broad-based rally. Japan has been put on the map by global investors since Warren Buffett’s Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ made their earlier investments in Japanese commodity trading firms. Buffett disclosed in August 2020 that he acquired slightly more than 5% in each of Japan's top five trading houses: Itochu Corp, Marube

On Friday morning July 23, 1982, news broke around the world that a consortium of Japanese companies was acquiring Rouge Steel… which until that point had been a wholly-owned subsidiary of the Ford Motor Corporation. It was unthinkable: the Japanese were buying up an American steel company??!? But it was just one of the first of many, many more acquisitions to come. Within a few years, Japanese companies and investors had bought up large chunks of prime US real estate, major companies, and just about any US asset they could get their hands on. Sony bought the iconic Columbia Pictures (which had recently released cinematic gems like Ghostbusters and The Karate Kid). Japan’s Bridgestone Corp. snapped up the legendary Firestone Tire & Rubber Co. Mitsubishi bought 51% of the world famous R

SONY Is Near To End A Leading Diagonal And It Could Start a PullbackMay 13, 2023 By EWFLuisSony Group Corporation, commonly known as SONY, is a Japanese multinational conglomerate corporation. As a major technology company, it operates as one of the world’s largest manufacturers of consumer and professional electronic products, the largest video game console company.SONY ended an impulse that began at the end of 2012. The share price reached 133.75 in January 2021, that is, 9 years of upward movement. We called this impulse wave (I). The price started to fall forming a double correction and after almost 5 months wave II ended.SONY Weekly Chart November 27th 2022SONY Weekly Chart November 27th 2022This is SONY last November chart. The first 3 swings ended wave w at 94.40. Connector wave x f