What happened to markets on Monday (free)

The Yen Carry Trade versus The Equity Dispersion Trade

I really want to get my head around this because it’s bothering me. The last few days have left me perplexed. This might just turn out to be a blip of summer market volatility or the start of something much more serious, like a correction or even a bear market.

But that’s not actually what’s bothering me. There are two things that I’ve heard about recent…