• Tom Guttenberger
    Went long $FXY through calls today. Enough of a nosedive for now I think.
    Reply (3)
    • Ron Myers: I like it but not a forex guy at all. I might rather be short EWJ but no idea if one is cheap or the other. Tons of super weak longs.
    • Tom Guttenberger: True, I think the BOJ has gotten the market to react how it had hoped. Probably will return to current account surplus.P/E on EWJ reasonable
    • Tom Guttenberger: Buying more on double bottom this morning...
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