Claus Vistesen

Perspectives on Carry Trading

Hi Dave,

Thanks for the comment.

Interesting point, but I am not sure I agree. At least, I would think that whatever relative return the US would be able to offer investment (be it financed from domestic savings or foreign) it would be competitive to the one we can offer e.g. in Europe not to mention Japan for that matter. Wouldn't you agree?

"Even much of the stimulus money is going to end up in other economies"

Yes, well I think this is the dirty secret here and oh boy will there be debate, mud throwing etc on this altar we move forward, not to mention of course protectionism.

Claus

Japan: Recession All but Certain

oops ...

copy/edit; "will not BE punished (...)"

Japan: Recession All but Certain

I sure hope so Kunst ... of course, if my readers are not willing to reciprocate I can only hope that my crime will not punished too severly.

Claus