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  • The Real Reason the 'Voluntary' Greek Haircut Is Hurting The Market  [View article]
    Thanks for your article. I agree with you (perhaps for different reasons, as you are much better informed and more knowledgeable) and doubt that " the IIF deal will ever be completed". Your article confirms to me that, if in fact, Greece is the true sovereign with respect to the ultimate resolution of its existing bonds, it will default, exit the EU, reinstate its own currency, and issue new bonds at some point, supported in part - at least initially - by its gold reserves. What do you predict will be the ultimate resolution of the Greek bonds?
    Nov 22, 2011. 01:27 PM | Likes Like |Link to Comment
  • The EU Crisis Continues To Spread  [View article]
    During this period of European financial market turmoil and uncertainty, what is the probability of European equity investors reallocating investments into the US equity markets as a perceived flight to relative stability?
    Nov 16, 2011. 02:32 PM | Likes Like |Link to Comment