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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 414.48+0.7%Jan 9 4:00 PM EST
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To: energyplay who wrote (427)9/14/2005 10:11:45 PM
From: Taikun  Read Replies (1) of 219221
 
EP,

I think financials will do well. They will get a cut of that $3trl. I looked at NMR and bought some MTF, which has calls also.

I added IIJI as well, they are having a reorg, but it is pretty volatile. I keep looking at the ETF but if some of that $3trl (or alot) leaks from Japan what will happen to the Yen? Until now, partly because the Post Office savings have been spent on wasteful Domestic projects, the Yen has been spared. What happens if money managers send some of it offshore?

EWJ looks good and it is a shame that CEF didn't have such a premium (JOF, 24% premium). JEQ has a smaller premium (<1%) but too many exporters for me.

D
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