Hey partner,
My research is being published on one of the best areas to play the recent carry trade break out of Japan.
Bonds have just broken a 30-year relationship, and my guess is all these USDJPY interventions are going to create a big shift around select industries.
This trade represents the highest-beta expression of that shift.
It is also a fantastic complement to other names in the portfolio.
Here’s what I just bought:
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