The Fed Broke the Bank of Japan

Feel free to contact me if you have questions or comments.
Ben Reppond
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Instagram: @benreppond

Michelle Makori interviews Ed Dowd.

Scott Wapner interviews Tom Lee from FundStrat

DISCLOSURES
This presentation is for informational purposes only and is not an offer of or solicitation of advisory services. The comparison of the volatility of Reppond Investments, Inc.’s strategies to the volatility of any stock market index is for illustrative purposes only. The differences between Reppond Investments Inc.’s results and those of the indices may be different due to differences in diversification and by the properties of the actual securities held by Reppond Investments, Inc. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable or not.

Reppond Investments, Inc. does not make any guarantee that our strategies will or are likely to achieve returns like those shown in the performance graph in this presentation. Reppond Investments, Inc. reserves the right to trade different ETFs or mutual funds within a strategy than those reflected in the graphic shown. Stock market indices are unmanaged, broadly based indices, which differ in numerous respects from the specific portfolio composition. An investor cannot invest directly in these. Dividends and income are included in the index returns. The S&P 500 is a trademarked term of the McGraw Hill Company, and index data was compiled from sources we believe to be reliable. However, Reppond Investments, Inc. makes no representations or guarantees with respect to the accuracy or completeness of that type of data.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable. The historical performance results for indices and index funds, used as proxies for indices, are provided exclusively for comparison purposes. They are intended to provide general comparative information to help an individual client or prospective client in deciding whether the performance of Reppond Investments, Inc.’s strategies meet, or continue to meet, his/her investment objective(s). An investor should not assume that any strategy used by Reppond Investments, Inc. will directly correspond to any such comparative index.

Different types of investments and/or investment strategies involve varying levels of risk. There can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Reppond Investments, Inc.) will be profitable for a client’s or prospective client’s portfolio. All performance results have been compiled solely by Reppond Investments, Inc. and are from sources we believe to be reliable. They have not been independently audited or verified.

Investments in securities involve risk and the loss of investment principal is possible. Investments in securities will not always be profitable.

[GoodwalkSpoiled]

Regarding the carry trade, it would be nice to see a simple example illustrating the impact on a loan of Yen that must be repaid after Japan's Central Bank raises rates. And how that forces the borrower to unwind their position.

[scrambaba]

Thank God the Fed is data- dependent, instead of following the opinion of the day of whatever special financial interest screams the loudest and lobbies the hardest!

[christopherf]

Monetary system is a printing press. Hard assets. Gold, silver, platinum.

[davidekerold]

I feel the worst is yet to come this year. The US Treasury Yield Curve has been inversed over the longest period ever. The longer the Yield Curve Inverse is, the worse the recession will be. It might even top the 1929 depression in my opinion.

[billyculpepper]

The main underpinning of our agreement to the value of the dollar domestically is the 16th amendment, also passed in 1913. All taxes are obligated and quantified in usd. Imo. Enjoy your commentary.

[carolinaribeiro]

What is about to happen has no precedent in our recent history.

[delir.]

Ohhh. Wauuu. Great information, thank you ❤. This is the best information I have seen about the past market collapse 😮 and the Carry Trade ‘s fault from Japan 🇯🇵 😢. I always had in my mind that Japanese were more properly behaved in business. That Trade was a very bad move. But average people don’t know what other countries are doing. But maybe the top leaders know ( like Wall Street Markets). We have more to loose. 😂

[BrandyHeng]

To be a friend of US is fatal

Kissinger

[keithmahorney]

Thank you Ben. I feel the yen is going to have tn the future.

[Epqntlg]

As someone going on a Japan trip soon, is this good news? 😅

[barrybarry]

Trump a business ma😮
Interesting concept

[May-czuo]

Japan, your greatest ally, the US certainly loves you a lot... More meltdowns please.

[JayantilalGosar]

Fall of yen has set an alarm for other economy.

[christopherholden]

What is the best long term strategy for a young person, not limited to just investing?

[sm]

TRUMP!! We need a business person who can help our economy and the worlds.

[abubakarahmadu]

Proactive, forward looking fed; forward guidance: dot plot. Good takeaways, especially on currencies by Tom Lee.