Short Bus

4 Ways to Profit from Germany, Country with the Smallest Stimulus Package

Two major issues to disagree with you about this article.

"but it has the ability to grow domestic demand to compensate without affecting its budget or payments position."

and

"the huge flows of “safe haven” money that for decades helped prop up the U.S. Treasuries market will flow instead into the German bund and equities markets"

The German people will not continue to stimulate the economy, they will shrink back into thier shells and not consume as they have in the past.

The euro of the future will not be considered a safe haven, if you really believe that, then you do not fully understand the euro experiment problems. German is only one country using the Euro.