Yen Carry Unwind Could Blow Up The Long End (SP500)
· seekingalpha.com
July 31 U.S.-Japan intervention to strengthen the yen is not necessarily positive for U.S. long-end Treasuries. Click here to read more.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...