5 Reasons Japan Could Be The Real Risk Markets Are Ignoring
Seeking Alpha·2026-01-26 08:14
Group 1 - The article discusses the author's background in portfolio management and investment strategies, emphasizing a combination of macroeconomic analysis and stock selection to identify investment opportunities [1] - The author focuses on earnings, technological disruption, policy shifts, and capital flows as key factors in determining mispriced opportunities in the market [1] - The author shares insights and investment ideas on Seeking Alpha, highlighting a long position in SPX and NDX, indicating a bullish outlook on these indices [1]