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@FoxiGrow#Foxigrow
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My current Japan playbook: The "Retail Carry Trade." 🇯🇵🇺🇸
Instead of converting USD to JPY, I'm utilizing IBKR's margin to borrow JPY against my USD collateral.
The Setup:
1. Long USD Cash (earning ~3.2% yield) 💰
2. Short JPY (borrowing cost ~1.8%) 📉
3. Long JP Equities (using borrowed JPY) 📈
The Logic:
• Positive Carry: Even with rate cuts, USD yield covers JPY borrowing cost.
• Natural Hedge: If Takaichi's policies sustain a weak JPY, my equity holdings rise while the real value of my JPY debt shrinks.
• Buffer: Keeping 30-40% cash to manage volatility.
⚠️ The Risks:
• JPY Rip: A strengthening Yen increases the USD value of the debt.
• Double Whammy: If JPY spikes AND stocks tank, leverage hurts twice as much.
• Spread Squeeze: Fed cuts or BOJ hikes narrowing the yield cushion.
#Nikkei225 #JPY #SogoShosha #WarrenBuffett #Defense #CarryTrade #IBKR
#日本株 #商社株 #バフェット #円安 #投資家と繋がりたい
@Naija_kontent@ykgunnerz You be fool
Na referee say ma Caicedo do that mumu fouls
You’re a dumb Chelsea fan, you’re blind to see that it’s a clear red card?
Na only you talk say na rig red card
Sense you no go get
Mumu
This is Itohan, the lady that falsely accused Mr James Oluwatosin the InDrive rider of being a thief.
Everything she said about the man in the circulated post on WhatsApp and twitter is false. Please kindly share this so that divers of other E-transport platforms like Uber, Bolt, InDrive and so on will be careful of her and not pick her up anytime she order rides.
God bless you as you share.