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ralphmalph

Nikkei To Hit 63 Million In 15 Years

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Average Tokyo house to be worth more than state of California in 15 years :unsure:

They are saying that there will be inflation in yen, but that is completely different when talking about relative values of properties.

Actually now is a great time to set up the carry trade with the yen still close to all time highs and interest rates very low there.

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They are saying that there will be inflation in yen, but that is completely different when talking about relative values of properties.

Actually now is a great time to set up the carry trade with the yen still close to all time highs and interest rates very low there.

Is this a "Greed is Good" "make loads of money from doing nothing productive" banker posting?

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They are saying that there will be inflation in yen, but that is completely different when talking about relative values of properties.

Actually now is a great time to set up the carry trade with the yen still close to all time highs and interest rates very low there.

That's what a lot of Icelanders thought a few years ago, too.............

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No, just a bit of opportunism.

There is a lot of difference between putting on a position in reasonable size for a calculated risk than risking many multiples of your net worth on a single position.

Obviously it could go wrong or it could go right, but if the economic scenario described by the OP plays out, then it will be very profitable.

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I have been wondering about this too. If QE / ZIRP / Stimulus / Debt as a percentage of GDP etc is going to end in a hyperinflationary debacle, it should hit Japan first as they have been at it the longest.

If the Nikkei gets to 63 million because of inflation, its dollar value might drop by 1/3. That would put USD / JPY at something like 10,000 (from 81.32 to-day). A very long dated, very low delta USD call / JPY put might not be a bad punt if one can afford to write off the premium if you are wrong. With USD / JPY at 10,000, they pay-off would be very close to the face amount of the contract.

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  • 140 Brexit, House prices and Summer 2020

    1. 1. Including the effects Brexit, where do you think average UK house prices will be relative to now in June 2020?


      • down 5% +
      • down 2.5%
      • Even
      • up 2.5%
      • up 5%



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