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Reminiscences of a Startup Operator | Lawrence Zhou's Personal Website | Page 2
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Reminiscences of a Startup Operator. Lawrence Zhou's Personal Website. Dumb Money JPY Short. I’m going to be the chump and jump on the short JPY bandwagon. I have a low tolerance for risk here, though, so I’ll probably cut with a stop-loss of 0.5% (I sold at 0.008644 or 115.68 on the Dec 15’14 futures). I’ll take any loss as a lesson to not screw with Mrs. Watanabe. On a side note, I put in a tiny long in SLXP after discussion with a friend on Friday). This entry was posted in Personal Portfolio. Maybe I...
lrzhou.com
Personal Portfolio | Reminiscences of a Startup Operator
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Reminiscences of a Startup Operator. Lawrence Zhou's Personal Website. Category Archives: Personal Portfolio. A Year for Non-US Developed Market Equities. ECB QE, Stronger Dollar, GPIF / BOJ ETF buying – this is setting up to be the year of non-US DM equities. Beggaring thy neighbor, negative sovereign yields, and insane compression of credit spreads have/will cause a generational asset squeeze. Are valuations too high and fake? DAX – Up 17.4% YTD. NIKKEI – Up 7.4% YTD. March 5, 2015. 2014 Year in Review.