Japan
Saving Face...Is Japan Finally A Turnaround Play?
Japan appears to be getting its fiscal house in order. Opportunity may be developing here. We constructed a list of potential Japanese ADRs, and built an index to monitor the situation.
View From The North Country
Full Disclosure (Reg FD), Investment Banking conflicts (hardly a recent development) and the Nikkei and DJIA: Will they cross this year?
The Asian Grand Opportunity...Buy On Weakness
Small addition to Emerging Country Funds in both portfolios with purchase of Greater China Fund.
Worth Noting
Steve’s thoughts on 1998 Stock Market Leadership, Volatility, Japan, Gold and Inflation.
View from the North Country
Human behavior demonstrates that individuals as a group are risk averse…studies of investor behavior have yielded some interesting findings. Also, Japanese low interest rates in themselves have not yet converted caution and pessimism into confidence and optimism.
Worth Noting
Steve’s notes on revising the GDP calculation, market implications of discount rate cut, stock market capitalization as a percentage of the GDP and more.
What Might Change Today’s Bullish Psychology?
The basic question is, what might motivate the Teflon market to initially suffer a period of weakness?
Japanese Global Companies
A month ago, we noted that our long term momentum work indicated the Tokyo stock market might be in a bottoming process and if this work was correct, these Japanese Globals (all with U.S. ADRs) could be great buys.
Is It Time To Buy Japanese Stocks?
A pullback to 16000 or thereabouts could trigger some action on our part. One possible strategy we have discussed is an ADR package of major exporters.
View from the North Country
Please “bear” with us….Polling the Pros in April…Catch a Falling Knife (Investing in Japan)…Nuclear Power: Cheap & Clean?
View from the North Country
Playing The Game (Investment Management): Some Insights and Criticisms From Walter Cabot Of Standish Ayer & Wood...Tokyo Stock Market Update...Gasoline Prices Are Historically Cheap When Adjusted For Inflation...Country By Country Union Membership Statistics
Unconventional Asset Allocation Model Buys Nikkei Put Warrants
As readers know, we have been bears on Tokyo stocks for several years. But we were early in the past. Recent action leads us to believe the bubble may finally have burst, with the remarkable levitation act about over.
View from the North Country
"Gorby" Visits The Leuthold Group...Graying Of America And The Pension And Related Services Business...Client Feedback On Japan...California Real Estate Update
View from the North Country
What’s Up In Japan...Not High on Northwest Airlines...The Good Guys Are Leaving (Office)...Fat Is Where It’s At (Fearless Forecast)...Harley Davidson (Model Portfolio Stock) Introduces New Fat Boy Bike...Phony Evel Knutson Communique Surfaces!
Japan Becomes Aggressive
Japan is clearly becoming more assertive and aggressive in its dealings with other countries. Economic muscle instills confidence. Larry Jeddeloh provides his observations and comments on the Japanese real estate invasion of Hawaii.
View from the North Country
Update on Client and “Street” Reaction to Neil Dolinsky’s Sell Report on Tele-Communications...Japanese Stock Market Update...Health Care Industry: Why Are Costs Skyrocketing?
View from the North Country
U.S. Politics and Fiscal Responsibility…The Japanese Stock Market…Aussie Bond Update
View From The North Country
here is a lot to write about this issue, including a number of equity portfolio changes and shifting sector strategies. But this publication must also uphold a cherished February tradition.
View from the North Country
The Outlook - A Summary of Current Views…Faulty Recollection of 1929…A Crash Still Waiting To Happen…December Bottom Fishing Time…Aussie Bonds…The Leuthold Group Eats Some Garlic
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
