The Japanese go all in. Unbelievable how much money the
threw and still throw into the markets. Nikkei has been going
parabolic for weeks. And fundamentally very poor Japanese
Government Bonds are holding much better than US-Bonds.
It seems to me that JPG are a much lesser risk than Nikkei in
the short term. In case the anticipated correction in stock markets
unfolds, than Bonds should rally. In case there is no
correction...well Japanes Bonds go up as well because they are
printing and printing.
Here a chart of JGB June Futures.
I hold a position of MJ Futures, a mini-Version of JGB. Stop
below the trendline
Medium an long term I think that JGB is one of the best
shortsin universe
still the same in Japan. Nikkei is climbing higher and
government bonds as well. Liquidity is ridiculous and makes the
markets a one way road. Here a continuation of the chart JGB
(Japanese Government Bonds) from a couple of days ago.
Kyle Bass did a great speech on Japan recently at U Chicago.
The guy is pretty entertaining and has his facts straight.
Pretty tough to trade off anything he says though.
Amazing how screwed Japan is in the long run. If you
follow the links to the video, you can watch the 52 min
presentation.
Free money?
Posted by zwyss on 15th of Mar 2013 at 03:34 am
The Japanese go all in. Unbelievable how much money the threw and still throw into the markets. Nikkei has been going parabolic for weeks. And fundamentally very poor Japanese Government Bonds are holding much better than US-Bonds.
It seems to me that JPG are a much lesser risk than Nikkei in the short term. In case the anticipated correction in stock markets unfolds, than Bonds should rally. In case there is no correction...well Japanes Bonds go up as well because they are printing and printing.
Here a chart of JGB June Futures.
I hold a position of MJ Futures, a mini-Version of JGB. Stop below the trendline
Medium an long term I think that JGB is one of the best shortsin universe
Japan: Free money
Posted by zwyss on 21st of Mar 2013 at 04:34 am
still the same in Japan. Nikkei is climbing higher and government bonds as well. Liquidity is ridiculous and makes the markets a one way road. Here a continuation of the chart JGB (Japanese Government Bonds) from a couple of days ago.
DXJ is long Nikkei and
Posted by kellyvu on 15th of Mar 2013 at 08:56 am
DXJ is long Nikkei and YCS is short yen for etf players.
Kyle Bass did a great
Posted by kalinm on 15th of Mar 2013 at 09:28 am
Kyle Bass did a great speech on Japan recently at U Chicago. The guy is pretty entertaining and has his facts straight. Pretty tough to trade off anything he says though. Amazing how screwed Japan is in the long run. If you follow the links to the video, you can watch the 52 min presentation.
http://www.businessinsider.com/kyle-bass-talks-to-japan-counterparty-2013-3
I know his opinion and
Posted by zwyss on 15th of Mar 2013 at 09:37 am
I know his opinion and I totally agree with him... but reality is that stocks and bonds go up and yen down. at least short term...