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Strong Performing Stocks in Japan: We Remain Focused on this List

S&P 500 Could Collapse to 2,100 in Recession, Strategist Says

Here is a list of Japanese names that we have focused on in September: TDK, Nidec, Shinko Electric Industries, Ibiden, Murata, MinebeaMitsumi, Kyocera, Mabuchi Motor, Hitachi, Toyota, Suzuki Motors, Sony, Onward, Advantest, and of course an assortment of small caps. Having brought all positions to flat, we anticipate a slight correction lower in major indices somewhere between November 15 and December 5 followed by price searching and a base forming before the end of December 2019. More ideas next week.



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