EPC

Epcos

Cliff Wachtel
I noted today- Greek restructure may push EPC to Stage 6 panic-Greece denies plans-beware-Greek gov. credibility not high from 2010 LONG EUO

Cliff Wachtel
EU fear low typical of EPC stage 5[see: RECENT POST] US earnings up risk assets like EUR- beware Greek,Spain bond ylds up LONG EUO

Cliff Wachtel
EU fear low typical of EPC stage 5 see: http://seekingalpha.com/a/5aip but beware Greek,Spain bond ylds up- reports of Greek restructure-LONG EUO

Cliff Wachtel
EU fear in stocks quiet typical of stage 5 EPC (see recent post) US earnings up risk assets, EUR, beware Greek,Spain bond ylds soar long EUO

Cliff Wachtel
GBP up today-on housing, higher inflation data-EU influence light 4 now as we're in stage 5 of EPC [EU Panic Cycle] see latest post 4 detail