Why Is The Nasdaq Rallying?
Market Depth
The Long Japan Trade and the US Equity Market
US large cap tech stocks are seen as a safe haven amidst major central banks continuing to hike interest rates/nUS equity investors are not enthusiastic to invest this year, leaving room for momentum trades to gain traction/nTop conviction equity trends of 2023 are AI and the long Japan trade, the latter being endorsed by Warren Buffett/nInvestor interest in Japan equities has increased since Buffett's visit to Tokyo, despite nothing significant changing in the country's landscape/nThe only notable change in Japan is the appointment of a new Bank of Japan governor with a timid Coronavirus policy
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