tag:blogger.com,1999:blog-1527840491496268397.post1957529737147225718..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: HUGE Rally in the Yen (FXY)Unknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-1527840491496268397.post-36441696052138815812011-03-16T17:55:55.256-07:002011-03-16T17:55:55.256-07:00I think it's still a 5% spread vs AUD, but I&#...I think it's still a 5% spread vs AUD, but I'm not a carry trader.<br /><br />I'm not sure he ever responded to the request for everyone's favorite long idea.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-55757978759388672882011-03-16T17:46:13.056-07:002011-03-16T17:46:13.056-07:00I didn't think this was as popular anymore bec...I didn't think this was as popular anymore because the spread was much lower than 2007-2008.<br /><br />PS, where is our favorite levered long whydibuy? Notably quiet these last few days.anony mousehttps://www.blogger.com/profile/13374405243482323971noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-68641922477635396172011-03-16T16:41:08.391-07:002011-03-16T16:41:08.391-07:00http://slopeofhope.com/2011/03/ok-so-now-what-do-w...http://slopeofhope.com/2011/03/ok-so-now-what-do-we-do.htmlCPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-62787667862076806742011-03-16T15:47:40.220-07:002011-03-16T15:47:40.220-07:00I am looking at the 13Fs of known Yen abusers.
Bu...I am looking at the 13Fs of known Yen abusers.<br /><br />But, yes, the hedge fund hotels and carry trade assets. <br /><br />I would call for a "crash watch" - this could potentially create a lot of volatility and forced unwinding.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-90187114636302176082011-03-16T15:45:55.566-07:002011-03-16T15:45:55.566-07:00What do you think might get hit with a sell off? T...What do you think might get hit with a sell off? The hot money spots of the last 6 months?Joe Nelsonhttps://www.blogger.com/profile/01845518863760058869noreply@blogger.com