tag:blogger.com,1999:blog-34323687.post754952442773818041..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: CondemnedMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-34323687.post-83909234715292077112007-03-01T19:42:00.000+00:002007-03-01T19:42:00.000+00:00I don;t know if you're the one that asked in the R...I don;t know if you're the one that asked in the Roubini post, but the answer I gave there was:<BR/><BR/>The literal answer is that I get it from a data provider, the slightly less literal answer is that it is in the Japanese flow of funds data, and the answer that you are after is that it is compiled by the BOJ, I think.<BR/><BR/>I was too busy today to check the exact source, but I am pretty sure it's the BOJ.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32962067224661810042007-03-01T18:52:00.000+00:002007-03-01T18:52:00.000+00:00Do you have a data source for your chart on Japane...Do you have a data source for your chart on Japanese lending to foreign banks?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67778057714761597512007-03-01T15:32:00.000+00:002007-03-01T15:32:00.000+00:00i've lost $$$ as well , roughly 2% covering a fe...i've lost $$$ as well , roughly 2% <BR/><BR/>covering a few more shorts and actually adding to longs , increasing net long to 60% beta-adjusted<BR/><BR/>best luck to youAnonymousnoreply@blogger.com