Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum
Fed spies and mail-ordered brides. Market update
Update On Recommended Trades
I closed my long Yen call on August 6th after the Yen’s rally. The trade was up almost
seven times versus the initial investment.
FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
BoJ | Alan Brazil | Higher for longer
And Brent Donnelly on JPY
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows
BoJ | Big Tech & Capex | Bond yields & inflation
Big Tech earnings have delivered on the AI hype. ‘Pain trade’ on US Treasuries is for higher yields
JAPAN: TINA, turnout, and structural advantages make LDP the best electoral bet
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JAPAN: Spend-and-defend manifesto continues LDP’s buy now, pay later approach
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JAPAN: Kishida, Abe, and the quid pro quo
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