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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (54461)	2/22/2006 10:36:16 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

What makes the carry trade so worrisome is that nobody really knows how big it is. For example, the BOJ has no credible intelligence on how many hedge funds, investors and companies have borrowed cheaply in ultra-low-interest-rate yen and re-invested the funds in higher-yielding assets elsewhere. a year or two ago reps from the BOJ actually did a road show with presentations showing hedge fund manglers how to profit from the carry trade! this is right up there with the US govt arming USAma bin Laden and Saddam. (btw, they used to call him USAma until he turned on us, then they changed it to OSama, where the "OS" stands for "Oh Shit!")