Comments on: JP MORGAN STRATEGY UPDATE http://pragcap.com/jp-morgan-strategy-update Sat, 20 Mar 2010 04:52:05 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: prescient11 http://pragcap.com/jp-morgan-strategy-update#comment-2740 prescient11 Mon, 06 Jul 2009 21:18:58 +0000 http://pragcap.com/jp-morgan-strategy-update#comment-2740 TPC, as a fellow yen watcher, I'm not sure how you can get comfortable in the low 95s my friend. I'd wait for it to hit low 94s and then take the opposite way. imho. TPC, as a fellow yen watcher, I’m not sure how you can get comfortable in the low 95s my friend. I’d wait for it to hit low 94s and then take the opposite way. imho.

]]> By: TPC http://pragcap.com/jp-morgan-strategy-update#comment-2724 TPC Mon, 06 Jul 2009 07:19:27 +0000 http://pragcap.com/jp-morgan-strategy-update#comment-2724 I do not believe the reflation trade at all. I am with you on just about all of those trades. I like Yen here as well. I do not believe the reflation trade at all. I am with you on just about all of those trades. I like Yen here as well.

]]> By: Aki_Izayoi http://pragcap.com/jp-morgan-strategy-update#comment-2719 Aki_Izayoi Sun, 05 Jul 2009 23:04:08 +0000 http://pragcap.com/jp-morgan-strategy-update#comment-2719 Prag, do you like the recovery trade? I still like deflation trades: Currencies: Short: Pound and sterling versus US dollar Debt: Long: 10 year German Government bonds and US Treasuries (Short corporate credit if spreads tighten further) Commodities: Long: Silver Short: Copper and oil Equities: Short: S&P 500 Prag, do you like the recovery trade?

I still like deflation trades:

Currencies:
Short: Pound and sterling versus US dollar

Debt:
Long:
10 year German Government bonds and US Treasuries
(Short corporate credit if spreads tighten further)

Commodities:
Long: Silver
Short:
Copper and oil

Equities:
Short:
S&P 500

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