FPA’s Steve Romick comments on his recent investments. FPA is joining the Kyle Bass trade on Japan widow-marker. He says that the bet on Japan interest rates will be not a successful one, adding that unlike Greece, Japan can control its interest rates.
Read More …Kyle Bass on Japan
Kyle Bass thinks that the monetary policy of Japan will work and their leaders are now realizing that. He said that what they were doing represented 70 per cent of what the Fed was doing in the U.S. and with an economy one-third the size of the USA.
Read More …Kyle Bass on his new Japan trade at the University of Chicago
The eminent hedge fund manager Kyle Bass, who has a big trade, also known as the “widowmaker” among market circles, because he is betting against Japanese government bonds. Last week Kyle Bass talked at the University of Chicago.
Read More …Hello world!
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