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Aftershocks: Crowded US Tech Stocks, Yen Still Pose Risk To Markets
Is it over? The (growth) scare and the (vol) shock, I mean.
In some respects the answer's obviously yes. Rich vols were sold, downside hedges were monetized and the equity dip was bought.
But beyond the muscle memory -- panning out from Pavlov, if you will, and stepping back from the actual flows behind a record-fast reversal -- I'm on board with the notion that what market participants witnessed early this month was indeed some manner of "dress rehearsal," as JPMorgan's cross-asset strategist
I have long wondered how to mimic, even if at least partly, one of Warren Buffet’s trades. That of investing in Japanese Trading houses. If by reply someone can inform me, I would be appreciative. I have a USD based brokerage account with IBKR with access to most of their products. It would seem by the chart above timing might favor this investment.