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by Ashraf Laidi
Posted: Feb 22, 2010 5:00
Comments: 1558
Forum Topic:

JPY

Discuss JPY
 
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cat0nip
Frankfurt, Germany
Posts: 1632
14 years ago
Mar 21, 2011 16:39
Stocks jumped on Japan's progress cooling its nuclear reactors
what progress? Significant progress is raising the decontamination threshold level 17-fold
anyone eager to buy a Toyota with slightly radioactive seats?
many dreamers around these days
cat0nip
Frankfurt, Germany
Posts: 1632
14 years ago
Mar 21, 2011 16:32
Anyone monitoring USDJPY ? Danger at the edge of town
DaveO
UK
Posted Anonymously
14 years ago
Mar 21, 2011 16:24
Ashraf, very good prediction last June for usdyen. I thought you rather glossed over japan demographic nightmare plus the internal savers (bond investors) in their retirement being pretty much exhausted now. Just a 1% debt servicing increase would be completely unmanageable and change the whole equilibrium !!!???. I would welcome any further comment you might make on this aspect. I also wonder where all the debt buyers are coming from to fund the sum total of world debt?
Ashraf Laidi
London, UK
Posts: 0
14 years ago
Mar 21, 2011 1:32
If you need to understand Japan, read the following:

It is becoming fashionable to write about Japan and explain the nations debt position, its low interest rates, the strong currency and the notion of carry trade.

Here is an interview I did in June 2010, explaining all of these topics and why Japan CHOOSES to keep rates LOW.
http://www.youtube.com/watch?v=fvXqTViK7Yk

There is also my prediction that USDJPY would hit 80 from 89 at the time of the interview


Ashraf
Qingyu
manchester, UK
Posts: 1763
14 years ago
Mar 18, 2011 21:07
usd may return in next two weeks...
Gunjack
London, UK
Posts: 1184
14 years ago
Mar 18, 2011 19:59
Cat I disagree the repatriation of yen by firms is real and happening. The yen wasn't strengthening just due to specs, real money flows (insurance co, banks, big conglomerates) and the army of Jap retail traders were pulling their cash back home. The next great potential black swan event is the return of the USD...when or how it would happen, I wish I knew...
cat0nip
Frankfurt, Germany
Posts: 1632
14 years ago
Mar 18, 2011 19:41
Its about the USD not the JPY
Gunjack
UK
Posted Anonymously
14 years ago
Mar 18, 2011 19:26
Xaron I agree we are not facing a single CB, but all 7. But I think we will see another test of the lower handles. The specs are not done yet with the yen and we will see a big fight specs/hedge funds Vs CBs. But this time I intend of pouncing at the low levels like you and hitting USDJPY with serious size...enough to pre order the drop top SL55 AMG Merc for summer lol!!
Xaron
Munich, Germany
Posts: 528
14 years ago
Mar 18, 2011 15:37
I disagree. We have seen the all time lows. Every dip below 80 is a safe buy. It is not the BOJ alone.
cat0nip
Germany
Posted Anonymously
14 years ago
Mar 18, 2011 15:08
The yens weakness may be short- lived as Japan would need as much as $500 billion to intervene in markets just to match its previous efforts to curb the currencys strength, according to Deutsche Bank AG.
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