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September Equity Markets Are Positive


We feel that markets could calm in September, allowing for a sustained rally in equity. Market views are now positive…..

1. Japanese stocks, our favorites remain: TDK, Sony, Murata, Subaru, Toyota, Kyocera, Hokuto, Maruwa. 

2. I strongly believe that September will be a much calmer month in geopolitics, favorable for investors. 
3. S&P 500 key inflection point is 2,950  – a close above on higher volume confirms a rally extension. 
4. Still like Kospi and selected names in Korea. Nikkei 225 to 21,000 possible in September. 
5. Payrolls could confirm solid economy, another 90,00 to 140,000 report is likely stock positive. 
6. Stephen will have an update soon ….. 
Stephen and Joseph 


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