Discussion List

  • sam_c
    *for the first time since june Japanese 10y does not trade LoL @weston
    I love that little *Note: "the first time the 10y jananese bond doesn't trade since June" but said cryptically.  @Weston Nakamura I know you are almost a broken record about japan, but it remains such a wild story.   
    sam_c 2 views 2 comments Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Daily Briefing Exchange After Hours w/ Jack & Weston (Wed Jul 28 2021)
    https://vimeo.com/580500005Thank you all for your questions from the Exchange  @Bill T @Tamim Sultan @Muddshir Hussain !  Jack and I discuss BTC, BTC & crypto scene in Japan, a taste of the next episode of Exchanging Lanes with @Brad S and disruptions in the Brad Breakfast Index - explained via @Jack Farley on RV Live w/ Shawn Hackett on coffee futures from yesterday.   Trade Idea posts (open & closing) ↓  (July 6) LONG “Capitalism” / SHORT “…with Chinese characteristics” (July 27)…
    Weston Nakamura 5 views 14 comments Most recent by Alex Newman Real Vision
  • Weston Nakamura
    Delta Hedging Tokyo 2020 Olympics Video: Opening Ceremony Eve w/ Ash Bennington
    https://vimeo.com/578392570Following up on my written post last week “Delta” Hedging 2020 Tokyo Olympics   @Ash Bennington joins me on the eve of the 2020 Tokyo Olympics Opening Ceremony tomorrow (Friday, July 23 2021), for one last overview of the serious (and seriously overlooked) situation on the ground, before we (as a global community) dive into the first real test of where we really are with this pandemic since inception.   Filmed + footage from what should be a vibrant, bustling summer …
    Weston Nakamura 1 view 27 comments Most recent by Ernesto Real Vision
  • Weston Nakamura
    Following BOJ Policy Review today....
     HOW TO YCC: Lessons from BOJ (Part 2 of 2) SEE HOW TO YCC PART 1 HERE (Turn your sound on for 5 seconds of Kuroda insight ↓ )
    Weston Nakamura 3 views 11 comments Most recent by matthew_l Real Vision
  • Weston Nakamura
    How to YCC: Lessons From Bank of Japan (pt. 1 of 2)
    Exchange Exclusive from Tokyo https://vimeo.com/525237763Part 1 of 2: •Why BOJ matters •Brief History on How BOJ Got To Manipulating the JGB Market  •BOJ Governor Kuroda •How YCC works •Japan YCC ≠ US YCC 10y JGB Yield under BOJ Gov Kuroda BOJ Gov Kuroda, Fed Yellen, ECB Draghi Jackson Hole (not real quotes, maybe Kuroda’s is real) also check out  Real Vision Investor Tutorials: UNDERSTANDING YIELD CURVE CONTROL
    Weston Nakamura 6 views 28 comments Most recent by k_m Real Vision
  • Weston Nakamura
    Tomorrow -
    Bank of Japan, Tokyo Nearly a half decade ago in Sept 2016, BOJ announced a "policy review" ahead of the policy meeting, and then they rolled out this new strange policy called Yield Curve Control. I had to learn, advise on and trade it in real time- and once I did, I realized nobody has any clue how YCC works over the next several years to this day (they called it "stealth tapering" - very stupid).  This week we have FOMC (Wed) where Powell will take questions on YCC an…
    Weston Nakamura 3 views 6 comments Most recent by Dennis Jarvis Real Vision
  • kazu_w
    Konica Minolta Inc (Ticker: 4902)
    I like Konica Minolta since the dividends are around 5%.  I got in at 270Y and hope it'll reach back to the 1100Y.  I've been taking the dividends and reinvesting back into 4902.  Take a look and let me know what you think .  -Kazu Income Ratios Chart
    kazu_w 3 views 2 comments Most recent by kazu_w Real Vision
  • sam_c
    How comes Japan E-Commerce penetration is so low? (granted these are 2019 numbers but still...)
    How comes Japan E-Commerce penetration is so low? (granted these are 2019 numbers but still...)
    Answered sam_c 5 views 1 comment Most recent by andrew_m Real Vision
  • Weston Nakamura
    The Discourse: Seahyung Park
    “When Genius Fails Trades” Episode 3: ★ Special Episode ★  @Seahyung Park and Weston unveil the Exchange‘s new TRADE IDEA FEATURE (live now), as they discuss how to trade the BOJ debt monetization. Enough with theories - WHAT’S the trade?? •A look into Seahyung’s brilliant mind and framework, and horrible trading record •Constructing a trade from theory: BOJ Debt Monetization → USDJPY strangle (options strategy breakdown) •Healthy Disagreements •Tips for Trade Ideas https://vimeo.com/4920…
    Weston Nakamura 19 views 9 comments Most recent by carlos_l Real Vision
  • Weston Nakamura
    🇯🇵NKY key breakout + BOJ’s ETF “market impact”
    On Monday, during the period between the post-Biden/Harris victory weekend until pre-Pfizer/COVID vaccine announcement, NKY225 hit a multidecade high (AGAIN- note different global market hours - unlike Asia & partial Europs, we never actually got to see what the pure US cash equity market reaction was to ✓Biden/Trump because Pfizer headlines hit mid Europe / pre-US open w/ retail locked out from multiple brokerage crashes - see comments section for my explanation). but with still a lot …
    Weston Nakamura 1 view 7 comments Most recent by christopher_m Real Vision