| Jan-16 |
2005 Surprises: Dollar Rally, Nikkei at 14,000 |
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| Jan-29 |
Japan's New Wave of Real Estate Entrepreneurs |
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| Jan-31 |
TJI Loves Basic Materials, Hates Tech |
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| Feb-7 |
Low Market Volatility = Too Much Complacency |
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| Feb-28 |
Japan M&A: New Japan vs Old Japan |
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| Mar-14 |
Japan's Reflation Story is Reconfirmed |
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| Mar-21 |
Oil Impact and Failed Convergence Experiments |
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| Mar-28 |
Why Rising Treasury Yields are Bullish for Japanese Stocks |
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| Apr-5 |
Why Not M&A Among Japan's Electronic Majors? |
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| Apr-11 |
Japan's Electronic Set Makers: The Pricing Sandwich |
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| Apr-20 |
Japan and China: Joined at the Hip |
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| Apr-25 |
What Do Central Banker's Know that Investors Don't? |
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| May-6 |
The Bull Market in Japanese REITs |
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| May-9 |
Blue Gold vs. Black Gold |
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| May-30 |
Is Tech Back? Not if Fears of US Recession Pan Out |
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| Jun-27 |
It's the Economy Stupid? Stay with Small Caps |
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| Jul-4 |
Signs of Economic Recovery in Japan |
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| Jul-11 |
Rising Sun for Japan's Oil Refiners |
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| Jul-18 |
Japan's Emerging Property Boom |
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| Jul-25 |
Can the Old Japan Rally Continue? |
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| Aug-22 |
Japan: Rising Rates Would be a Positive |
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| Aug-29 |
Those With Knowledge Shouldn't Predict |
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| Sep-7 |
Oil Money and Silver Aristocrats |
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| Sep-19 |
The Fundamentals Are Even Better Than the Politics |
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| Sep-26 |
Next Long-Term Commodity Cycle Is Just Beginning |
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| Oct-10 |
Speed Bump (s) |
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| Oct-19 |
Japan's 100 Year-Old Rerun |
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| Oct-26 |
End of BOJ Quantitative Easing is in Sight |
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| Oct-31 |
Japan''s Internet Intrepreneurs, Where''s the Value? |
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| Nov-7 |
Japan: Off and Running Again |
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| Nov-14 |
Getting the Nikkei to 20,000+ Again |
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| Nov-21 |
More Wall of Worry Climbing |
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| Nov-28 |
Ludicrous Tub-Thumping on China |
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| Dec-10 |
A Touch of Vertigo: Nikkei 225 at 15,000 Already |
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| Dec-18 |
A JPY27 Billion Typo |
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| Dec-28 |
The Year of the Dog: The Secular Bull Market Continues |
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M-Design
