tag:blogger.com,1999:blog-816559531110064247.post7079188675857295637..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Don't confuse correlation with causalityCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-816559531110064247.post-32706072507517580472008-07-30T09:44:00.000-07:002008-07-30T09:44:00.000-07:00Following your logic, would the yen becoming more ...Following your logic, would the yen becoming more correlated to asset classes be a result of an unwinding (somewhat) in the yen carry trade (borrow cheap yen, buy higher yielding assets, pocketing the spread)?<BR/><BR/>Great blog. Insightful, thoughtful, but not bogged down in the math. Not often someone with your experience is available. Keep it up.jhunthttps://www.blogger.com/profile/03948814338157965813noreply@blogger.com