# Long Japan and the Nasdaq, short silver and euro-yen

By @PeterLBrandt on X · https://f.xyz/t/3ccd9762-cead-46da-8a61-3f2fb141cf7d

> Japanese and US tech stocks rise while silver and the euro against the yen fall.

**Result:** If held over the last 3 months (Jul 30, 2026 – Oct 29, 2026): +5.8%. Over the same days: S&P 500 +5.2%.

## What it holds

- **Nikkei** (20%, +4.7% over 3 months): JP225 (Nikkei 225) +4.7%
- **Nasdaq** (20%, +9.0% over 3 months): XYZ100 (Nasdaq 100) +9.0%
- **Silver** (20%, +7.4% over 3 months): against SILVER (Silver) +7.4%
- **Euro against the yen** (40%, +3.2% over 3 months): against EUR (Euro (EUR/USD)) +3.0%, against JPY (Dollar-yen (USD/JPY)) +3.3%

## The plan behind it

Peter Brandt listed his trading company’s futures positions on 30 Sep: long the Nikkei, long the Nasdaq, short silver, short EUR/JPY, short 5-year notes and short Euro Stoxx banks. This holds the four that trade here, in equal parts.

> As the hours wind down on a month, current futures positions in the trading company's account are:
> Long Nikkei Dow
> Long Nasdaq
> Short Silver
> Short EUR.JPY spot
> Short 5-Yr Notes
> Short Euro Stoxx Banks
> 
> OK trolls, on my mark, GO
> — @PeterLBrandt on X: https://x.com/PeterLBrandt/status/2105362428460437622

Picked by fxyz from @PeterLBrandt’s post.

**What would prove it wrong:** The Nikkei and Nasdaq turn down while silver and the euro against the yen rise.

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