Category Archives: Investment Strategy

Publication Schedule

By | December 14, 2018

Now we are very busy analyzing and buying things (lots of good stuff getting closer and closer to be investible everyday) and we are actively screening a lot of opportunities now.  (just imagine the “Black Friday” in stock market, not in ebay or amazon). As a result, our usual weekly publication schedule will change to… Read More »

Busy time of the year

By | November 19, 2018

With various indices moving violently up and down, with the second largest economy in solid bear market territory, with Brexit overhanging European and British stocks, with FANG dragging down overall market every other day, it is the busy time here at Fuji Investment Corp. In October/November, we took pricing advantage to initiate/add to various positions… Read More »

My Crystal Ball

By | August 20, 2018

Turkish Lira under attack! Turkey detained an American Pastor and that’s what annoyed the Trump administration which promptly applied sanctions to Turkey. Due to relatively high level of dollar denominated debt, Turkish Lira was having a panic selling earlier in the week. Together with ultra-high inflation, economic growth slow down and various political issues with… Read More »

The magical 2020

By | August 13, 2018

“Our firm forecast that the next downturn will happen around 2020” “We expect this long bull market to last at least another 2-3 years till 2020” “We expect next 12-24 months to be OK, and that puts the end of the bull run at 2020” I never make predictions, especially about the future Yogi Berra… Read More »

Berkshire Hathaway Q2 Profit Surges

By | August 6, 2018

And why shouldn’t it? In the past I have repeatedly mentioned that with the strong economy, lower tax rate, healthy consumer finance and strong business confidence largely significant de-regulation since Mr. Trump took office (and to be sure, no main stream media will ever mention this), the overall economy is heading the right direction, corporate… Read More »

A few recent thoughts on international trades, investing and life in general

By | July 16, 2018

Trade: tariffs are always a mean to the end and it should never be the end Despite various headlines lately on tariffs, and for a while, it seems that US is “picking a fight” with the rest of the world (or at least with the countries that are running a trade surplus against US), such… Read More »

What’s your view on the part of the cycle we are in?

By | June 11, 2018

This was a question to me the past week from a Co-CEO of a major asset management firm. The embedded message was almost: since we are in the late stage of a cycle, what’s your approach to investing? Coincidentally, Warren Buffett used a baseball metaphor last week when asked the same question: the economy is… Read More »

Berkshire Annual Meeting Notes – 2 (Bitcoin)

By | May 14, 2018

This shouldn’t come as a surprise – Warren and Charlie don’t recognize Bitcoin as an investment medium. This is the modified version of how Charlie phrased at the meeting. The direct quote from Charlie was “trading Bitcoin is like trading turds”. Indeed, the “value” of Bitcoin is solely depending on how much the next buyer… Read More »

We are probably already in a bear market for major US Equity Indices – and that’s OK

By | April 9, 2018

For the week beginning on April 2nd, 2018, S&P 500 Index opened at 2,633.45, fluctuated violently through the week with a high/low spread of 118.28 points (2,672.08 vs 2,553.8), or 4.49% of the opening level of the week. On Friday, the index ended the week at 2,604.47, nearing the low point of the week and… Read More »