The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (28080)	3/8/2005 1:15:29 PM
From: russwinter	Read Replies (2) of 110194

Mish, in a yen carry trade they hedge and largely neutralized against the currency risk. I'd say right now that carry trade is still alive and well, and will be as long as the rate differential is there, and in fact is getting larger. Just one more in a long string of synthetic economic set ups, that works until there is a sigma 6 event (). And you won't want to be long US debt when a sigma 6 hits either. That's what keep me out of trades like long EDs in fact, despite the bullish commercial positioning. () The casino economy version of this, may be totally different from reality, perhaps more a Sigma 3?

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