Half of a 15 year long leveraged trade is undone in 1 day? Fucking doubt.
andytobbles on
If you’re not all in on META idk what to tell you, strongest mega cap of 2025 mark my words
madeupofthesewords on
Not sure how much I trust a banker, but if that’s true then that’s better than I was expecting. Get half of it cleaned up in a few days? Not too shabby if true.
Joe_Early_MD on
They don’t know shit
MrBrightsighed on
Bro if JPM was sure of this they would have shorted the market and bought yen / tanked the dollar a long time ago
rcbjfdhjjhfd on
Who?
MammothBites on
They wouldn’t have any way of knowing. Could be done, could be 10% done. It’s not like folks at JPMorgan are out there surveying people to see who got fucked over and the people who were caught off guard aren’t going to be advertising the fact that they are scrambling to figure out how to remain solvent during this craziness
arcticfour on
What does JP Morgan gain by helping u?
baconography on
Trading class 501: Never trust anything JPM, GS, or MS ever says that targets the retail investor.
autism-throwaway85 on
I understood some of these words
Ahueh on
Cool story bro priced in
CowZestyclose397 on
When your carry trade is leveraged 100 to 1, you feel the currency movement of the yen this past month.
If I was Jamie, I would push the market crash. He has a few billion of unrealized gains he can realize without the nasty tax consequence when he is made treasury secretary. To quote Leona “Only poor people pay taxes”.
notyourregularninja on
$ lost by you is a $ gained by some one.
Zanthous on
I see the glass as half full then, it’s already half complete
No_Dig903 on
Fair enough. Bonds are back to a mildly buyable position, so I’ll just snag a small pile of them to hedge my Nintendo. They should come down with the Fed cycle, anyway, so losses will be paper in the short term. And Nintendo should go up when the Switch 2 hits because hype it’s an iterative upgrade on their best thing ever.
With patience, I don’t think this loses.
lostfinancialsoul on
if this is true and somehow the rest doesnt unwind by September Fed decision…. If US fed cuts, Yen strengthens?, rest unwinds later?
ankole_watusi on
All the kids are mewing, especially now.
Strong jawline look fierce! Strengthen the tongue better for licking wounds!
12A1313IT on
I didn’t buy because you can’t predict the nature of these things. Could start a chain reaction or it could unwind safely. Either way I’m only interested in INTC dip and that stock is eating shit for the time being anyways
Scaramoosh1 on
Ok so then it’s done. Good to know.
whomstdth on
Buy the dip
highallthetime15 on
Wouldn’t be surprised if the 3pm market sell off today was due to this. Hedge funds most likely waited for the recovery so they could exit their positions at better prices. Sly dags
superbigjoe007 on
I don’t think the rest of the Japan carry trade will unwind unless they raise rates again. Or have growing / accelerating inflation.
I don’t know much about Japan and how the data has evolved… but if Japanese Central Bank gets rid of stimulus and raises rates, we’ll see a lot more red days and crazy volatility again.
29 Comments
[deleted]
‘JPMorgan is buying and needs your liquidity’
There. fixed the title.
[deleted]
My list of people I refuse to do business with:
– Lawyers
– Journalists
– Politicians
– Bankers
Half of a 15 year long leveraged trade is undone in 1 day? Fucking doubt.
If you’re not all in on META idk what to tell you, strongest mega cap of 2025 mark my words
Not sure how much I trust a banker, but if that’s true then that’s better than I was expecting. Get half of it cleaned up in a few days? Not too shabby if true.
They don’t know shit
Bro if JPM was sure of this they would have shorted the market and bought yen / tanked the dollar a long time ago
Who?
They wouldn’t have any way of knowing. Could be done, could be 10% done. It’s not like folks at JPMorgan are out there surveying people to see who got fucked over and the people who were caught off guard aren’t going to be advertising the fact that they are scrambling to figure out how to remain solvent during this craziness
What does JP Morgan gain by helping u?
Trading class 501: Never trust anything JPM, GS, or MS ever says that targets the retail investor.
I understood some of these words
Cool story bro priced in
When your carry trade is leveraged 100 to 1, you feel the currency movement of the yen this past month.
If I was Jamie, I would push the market crash. He has a few billion of unrealized gains he can realize without the nasty tax consequence when he is made treasury secretary. To quote Leona “Only poor people pay taxes”.
$ lost by you is a $ gained by some one.
I see the glass as half full then, it’s already half complete
Fair enough. Bonds are back to a mildly buyable position, so I’ll just snag a small pile of them to hedge my Nintendo. They should come down with the Fed cycle, anyway, so losses will be paper in the short term. And Nintendo should go up when the Switch 2 hits because hype it’s an iterative upgrade on their best thing ever.
With patience, I don’t think this loses.
if this is true and somehow the rest doesnt unwind by September Fed decision…. If US fed cuts, Yen strengthens?, rest unwinds later?
All the kids are mewing, especially now.
Strong jawline look fierce! Strengthen the tongue better for licking wounds!
I didn’t buy because you can’t predict the nature of these things. Could start a chain reaction or it could unwind safely. Either way I’m only interested in INTC dip and that stock is eating shit for the time being anyways
Ok so then it’s done. Good to know.
Buy the dip
Wouldn’t be surprised if the 3pm market sell off today was due to this. Hedge funds most likely waited for the recovery so they could exit their positions at better prices. Sly dags
I don’t think the rest of the Japan carry trade will unwind unless they raise rates again. Or have growing / accelerating inflation.
I don’t know much about Japan and how the data has evolved… but if Japanese Central Bank gets rid of stimulus and raises rates, we’ll see a lot more red days and crazy volatility again.
Sooo today was a bull trap?
So either it has only begun or it’s over.
JP has FOMO about Japan?