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Large Structural Short Will Drive Yen Much Higher
23.04.2024, 15:18 Uhr. ZeroHedge News - https: - Large Structural Short Will Drive Yen Much Higher Authored by Simon White, Bloomberg macro strategist, Focus has been on the growing short position in the yen. But the total size is likely to be small in the scheme of things. The real story is the lack of domestic hedging leading to a large structural short in the yen which will drive the currency...
If We Want Something As Good But More Reliable, It'll Cost Much More Money
23.04.2024, 12:34 Uhr. ZeroHedge News - https: - If We Want Something As Good But More Reliable, It'll Cost Much More Money By Eric Peters, CIO of One River Asset Management Utopia? “We added solar and wind like it was going out of style,” said the CIO of the well-regarded US fund. “We have ample land, wind in the middle of the country.” Federal subsidies make electricity almost free. “But...
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