donderdag 20 november 2014

Decoupling Japan Vs. gold/stocks

On 9 November I started to write about the Japan carry trade versus gold.

Exactly at that moment, gold and the Japanese yen carry trade decoupled. Also stocks decoupled from the Japanese yen carry trade. Maybe they know we know and need to find something else to manipulate the markets.

Or we could be starting the hyperinflationary phase where the yen plunges and stocks don't go up anymore, while gold does go up.