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The Euro Shows Its Real Colors

Euro has the fatal flaw of being governed by a single central bank but multiple national governments. This dichotomy can only be resolved in one of two ways.... 1) the euro disintegrates 2) a Eurozone gov't forms

Which one do you think is more likely...I'll take the former.

The Commodity Bull Is Still in the China Shop

Somehow the entire Western world and its consumer economies can enter a severe economic downturn (with a lack of lending at its core), and yet the emerging markets will soldier on, their demand for commodities unhindered as their major customer is suffering from a sucking chest wound. Please, this rediculous notion that the emerging world has decouples from the West is foolish and the downturn in places like China is evident by the +50% decline in its major stock index. Look at Steel and Fertilizer names, these cyclicals are telling you all you need to know about the health of commodity demand.