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Pope: Where I'm putting my money.... and when

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The markets have over-reacted this week, according to trader Stephen Pope. This veteran of the financial world reflects this Friday on another turbulent few days and where he's likely to make his next trading move. 
The yen's rise against the dollar confounds him. He also says he's staying away from China and Europe. So where does he think he'll get the best returns, what's his strategy and when is he going to make his move?