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George Wannabe

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  • The Worst Is Behind Us In Europe [View instapost]
    Ex Spain and Greece EVERYTHING is better at the sovereign level
    May 29 08:30 AM | 0 Likes Like |Link to Comment
  • Paulson, Hendry, Taylor And Others Are Wrong - The Euro Is About To Become The New Yen [View article]
    The KEY TO REAL RATES BECOMING THE MAIN DRIVER IS THE RECENT CONVERGENCE OF JAPAN GERMANY AND THE US AT THE ZERO BOUND
    May 16 09:52 AM | 0 Likes Like |Link to Comment
  • Paulson Has A Funny Way To Bet Against Europe ... He Does What The Bulls Do [View article]
    and BTW, this deflation will cause the EURO to go up as real rates will go up despite german yields falling...so good luck to the countless euro shorts
    Apr 27 08:29 AM | 0 Likes Like |Link to Comment
  • Paulson Has A Funny Way To Bet Against Europe ... He Does What The Bulls Do [View article]
    Considering that there is a a real lack of safe assets, Germany would have to completely open its books to EU for its credit worthiness to suffer....and in that case...Europe as a whole is fine...So german yields would rise but it would be a positive scenario for Europe...If germany keeps the hard money line (negative scenario) deflation will get entrnached and the Geramn 10 year yield will fall below 1 like in Japan....It is beyond me that after looking at the US and Japan, people still talk about bond bubbles etc...Except if there is a sovereign crisis, yields as in US and Japan are 100% correlated with core CPI...german yields are aslo reflecting disinflation and alos correlated with German CPI...50 years charts on my site...
    Apr 27 08:26 AM | 0 Likes Like |Link to Comment
  • Paulson Has A Funny Way To Bet Against Europe ... He Does What The Bulls Do [View article]
    My Point....That s being Bullish not Bearish
    Apr 26 05:12 AM | 0 Likes Like |Link to Comment
  • Why Has The Euro Been So Strong? [View article]
    No I am saying that FX markets have been following REAL yields as opposed to nominal ones...hence the strength of the swissi and yen..
    Apr 4 10:56 AM | 0 Likes Like |Link to Comment
  • So Who's Right On USD/JPY? Goldman's Stopler Or THE OTHERS [View instapost]
    here more on that here..http://bit.ly/Hjm8tW
    Mar 29 03:43 AM | 0 Likes Like |Link to Comment
  • So Who's Right On USD/JPY? Goldman's Stopler Or THE OTHERS [View instapost]
    thank you for your comments will get back shortly
    Mar 27 06:54 AM | 0 Likes Like |Link to Comment
  • Attention Euro Bears: This Is Not A Currency In Extinction [View article]
    Purchasing power will certainly decrease overtime for all fiat currencies but the point being made is the Euro might not lose value against the dollar and will be around....also the ECB is not bankrupt
    Mar 27 06:50 AM | 0 Likes Like |Link to Comment
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