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treebeard901today at 3:42 PM1 replyview on HN

The Japanese economy and yen carry trade is a close second.Rising oul prices and reduced output due to the conflicts in the Middle East could filter through to increasing yields on Japanese debt. In turn, the yen interventions have to continue to keep it lower than 160, which seems to be the psychological barrier for the yen carry trade.


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yieldcrvtoday at 3:46 PM

I view the market as celestial objects influencing each other through a lattice similar to spacetime

Everything influences each other with varying gravitational pull

At one point the mental model was more like a web, but spacetime with mass matches the model more closely

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