USDJPY 77.50 would certainly elicit some pain in LB's portfolio.

来源: 于 2011-06-07 11:06:23 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

USDJPY, max pain? Hmm, 77.50 would certainly elicit some pain in LB's portfolio. That would get us to SPX 1250 (and associated post-tsunami Nikkei levels), one imagines

 

less money for hedge fund ptflios, most of them in usd, exchange rate loss