The ACD Method
- Thread starter sbrowne126
- Start date
Very few people know about that Volkswagen trade. A lesson in risk for sure. The particulars of that story are fascinating.
OK, here are some tidbits from the article. Bass thinks USD/JPY is going to 250 to 300 and Japanese rates to 20%! Come on people, read it!
Mav,
Read it - very interested. But I have no idea - other than to follow NLs and short the JPY using every pair that confirms ...
I can also understand the Long Gold/Short JPY pair.
I dont understand anything about bonds, convexity and how he has structured a trade that allows him to loose only 150 bp a year while waiting for a trade that could pay handsomely.
Is there any place you can point me to understand that trade ... ?
Read it - very interested. But I have no idea - other than to follow NLs and short the JPY using every pair that confirms ...
I can also understand the Long Gold/Short JPY pair.
I dont understand anything about bonds, convexity and how he has structured a trade that allows him to loose only 150 bp a year while waiting for a trade that could pay handsomely.
Is there any place you can point me to understand that trade ... ?
Sorry, what book?
Ah, OK. Does not have anything on Kyle Bass, but I enjoyed reading it.