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  • Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops [View article]
    Hmmm... the mention of the outlandish margin situations preceding the Crash of 1929 sparked a recognition of a very similar thing happening today with the yen carry trade.

    I wonder how many hedge funds and trading departments are leveraged to the hilt using yen borrowed at next-to-nothing interest rates? And what will happen to them if something should happen to turn that leverage against them?
    Jun 02 13:38 pm |Rating: 0 0 |Link to Comment
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