Subject: Re: Japanese trading houses crashing
As many, I have cash ready to be utilized and coat-tailing WEB is one thought for deployment.
Selling puts on these companies is on idea, but there are none in US on ADRs.
If go long, isn't currency risk an issue, and if so how best to hedge?
"Best" criteria may include "easiest" if "easiest hedge" does a reasonable job, but "optimal hedge" is complicated.