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George Wannabe
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George Wannabe aims to filter, analyse and ponder the thoughts and work of financial institutions, financial journalists, bloggers and economists in a constructive manner to facilitate one's quest for quality content.
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  • The Worst Is Behind Us In Europe 2 comments
    May 18, 2012 2:09 PM | about stocks: EUO, EWP, EWG, EWI, SAN

    I know the collpase of Europe is a highly attractive investment case for many but at the risk of getting insulted...here are a couple of Charts illustrating why Mario Draghi is right. From a sovereign perspective, the Worse is behind us in Europe. The ONLY caveat is SPAIN on which we have extensively written. The worries are justified but it is a BANKING crisis and could be solved Irish style. Regarding GREXIT, if it does happen, I very much doubt it will be disorderly. The contagion fears in my opinion are unfounded.

    • Italy's 10 year yield

    (click to enlarge)

    • Ireland 10 year yield

    (click to enlarge)

    • France 10 year yield

    (click to enlarge)

    • Portugal 10 year yield

    (click to enlarge)

    • Spain 10 year yield

    (click to enlarge)

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Themes: Forex Stocks: EUO, EWP, EWG, EWI, SAN
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  •  
    "The contagion fears in my opinion are unfounded."

    Your article is a bit premature. Certainly, worse is NOT behind us in Europe!
    28 May 2012, 11:53 PM Reply Like
  •  
    Ex Spain and Greece EVERYTHING is better at the sovereign level
    29 May 2012, 08:30 AM Reply Like
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