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 LONGEUO
1/20/11
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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 LONGEUO
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
1/19/11
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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