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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (43866)12/30/2011 7:23:47 AM
From: Real Man  Read Replies (3) | Respond to of 71477
 
How can one do it? I would not buy JGBS, except as
a very short term trade.



To: carranza2 who wrote (43866)12/30/2011 9:48:49 AM
From: Riskmgmt  Respond to of 71477
 
Yes, I will join you shorting Japan, though I prefer perhaps, the direct shorting of the Yen versus a strong currency. Nothing against shorting JGB it's just an unfamiliar area for me and the Yen has had a real strong run and is way overvalued IMHO.

You might also follow Kayle's US Mortgage allocation of 35%. After property values have been hammered back to the mid-nighties levels in many areas I doubt there is too much risk.

Cheers,

R.