+1. not much to add here. but ultimately anything can happen if/when armagedon arrives...
personally I never understood the mantra that EUR should go down on European problems. that may be true in the limit (total EUR collapse) but any...
when i have too much cash and worry about sizeable sell-off i usually buy something like VXX rather than TLT... but it is probably matter of taste...
fair enough. did not intend to fight anyway :)
nb. ( Why exactly did my risk go up? that was an assumption i used for convenience - not a corollary of some specific event.) a. so you say...
you obviously didn't understand it. let's say you have 10 trades on and something big unexpected happens - markets start to be volatile, your...
well that certainly is a difference between us. if i have a bias i never trade against it - at worst i am flat. it is very difficult to stay with...
only because the SNB front-runned the announcement...
for myself i do not like to be contrarian only for the sake of being contrarian... it is good to know what events drive your trade, e.g. spain's...
what is your macro thinking behind shorting EURCHF?
that's a good nonsense. the first thing you want to do as a CB trying to defend a peg is to blow out your credibility...
for starters the CDS usually covers debt issued by Japan in major currencies while the yield used in ZH article is just using JPY JGBs. If...
i have this schmuck on ignore for some time and the thread is much more enjoyable... BTW, thanks for keeping this journal Daal. quite a few...
well i am glad that at least someone sees it as bullish - i was happy not to see in the speech any direct threat about FX intervention but the...
+1
:D LOL. I guess they do not fight as hard as Russians do...
most of it was answered by Martinghoul already. but also you could go for strong German exporters to Asia (e.g. BMW) or even German utilities...
:confused:
if EUR goes to hell you want to get your monies converted into DEM. The best way to assure of that is to own the German debt. DEM has a huge trade...
:D
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