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Strategies & Market Trends : The Stock Market Bubble -- Ignore unavailable to you. Want to Upgrade?

To: Sword who wrote (1789)	9/24/1998 6:10:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 3339

I would like to suggest, though that the German Bundes could plunge before the Yen and cause the Hedge Fund to go under. In fact, that's what I expect for the future of the Yen and the Bundes. Why? I consider going long Bundes and short Yen to be one of the safest trades all around. You'd have isolated yourself from the dollar and the many things that can go wrong with it, and if it hits the fan and things start to unravel, the yen will sink and Hansmeister will have to cut the German rates which will be a double boon for you. If it stays as is, you'll be collecting the interest rate differential. And if by some strike of lightening and act of God Japan actually gets its act together and does something right to cause the rebound in Yen, the market is liquid enough that you can get out quickly. I'd like to hear your side of the story. Sun Tzu P.S. German exposure to Russia and Asia can only work in your favour in above scenario.