Epstein Secrets

ote: CAD, INR, AUD all at new recent highs; On the down side the JPY continues to be strong. EUR and GBP also at new highs. We doubled down on the Venezuela position last week and the whole position is now at breakeven. The 2012 dividends traded above 100 this morning. 2011 is at 105. Ford was upgraded

n an equally weighted basket of AUD, CAD and NZD. In 2008 these currencies fell by 30%+ vs the USD. They have now recovered to within 2-3% of their post-Lehman highs. If we have another big retreat from risk, this should act as a shock absorber for the risk positions (dividends, INR, Ford, Venezuela, oil et

vel. CAD, INR, AUD all at new recent highs; On the down side the JPY continues to be strong. EUR and GBP also at new highs. We doubled down on the Venezuela position last week and the whole position is now at breakeven. The 2012 dividends traded above 100 this morning. 2011 is at 105. Ford was upgraded

on an equally weighted basket of AUD, CAD and NW. In 2008 these currencies fell by 30%+ vs the USD. They have now recovered to within 2-3% of their post-Lehman highs. If we have another big retreat from risk, this should act as a shock absorber for the risk positions (dividends, INR, Ford, Venezuela, oil et

vel. CAD, 1NR, AUD all at new recent highs; On the down side the JPY continues to be strong. EUR and GBP also at new highs. We doubled down on the Venezuela position last week and the whole position is now at breakeven. The 2012 dividends traded above 100 this morning. 2011 is at 105. Ford was upgraded

n an equally weighted basket of AUD, CAD and NZD. In 2008 these currencies fell by 30%+ vs the USD. They have now recovered to within 2-3% of their post-Lehman highs. If we have another big retreat from risk, this should act as a shock absorber for the risk positions (dividends, INR, Ford, Venezuela, oil e