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Archive for the ‘tv’ Category

Three Men go to Venice 2

Part 1

MU

Griff and his loverly toilet

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M the W S10E03

19:36 – “oh and if you’re watching this on Dave and I know these things run and run and run, Greece is a country that used to exist in the part of Europe now called New South Germany.”

Youtube

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Three Men go to Venice

Part 1

 

MU

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HIGNFY S41E08

“oh no, it’s ze depth charges”

Part 1 Part 2

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At the suggestion of the former Berkeley Investment Group VP of Equity Research AJ D’Asaro, I’ve decided to take a new view on yen pairs – and hopefully don’t get margin called along the way. Too bad my timing was about 1 1/2 hours off and I lost around 1300 pips in that time, effectively wiping my $130 gain today. But at this time, most of them are recovering, including a short NZDJPY which was in the black the first, which I’ve sold and shorted GBPUSD with.

I entered my Yen longs USDJPY when it was 81.20, which is in my few week’s of watching the yen markets while holding onto my wallet seems to be a good place to go long again. Fundamentally, I didn’t want to go USDJPY again, as the only true driver behind that pair are the yield spreads between sovereigns. Plus, they are basically the same – highly risk averse currencies for different reasons, but in the end the same result.

So I’m heading towards high yields/yen pairs. This is interest suicide – and growth suicide, but I’m betting it, short term, on risk aversion. More or less staying away from the dollar until I get a clear view of the end of fed purchasing next week… and NFPs this Friday. Just hoping this Kan no-confidence vote is a one-off and market expectations don’t move that fast, but I’m definitely playing with fire right now.

Current hemorrhages

But hey, with 60% margin still left and no real clue or feeling about the market, these are going to be long term holds, even if I get a bit whacked on the rolls.

Still have that open USDJPY at 80.200 and 80.000

For now, a bit of tea and Three Men Go to Scotland.

To the best of good buys.

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HIGNFY S41E07

Bill Bailey. All right.

Part 1

Part 2

*ppft* *ppft* *ppft*

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