Finally, perception is starting to catch-up with reality - http://www.guardian.co.uk/business/2011/nov/22/financial-fears-post-lehmans-high. There is no question in our minds that this is accurate. A disorderly break-up of the Eurozone would probably be worse than Lehman. There was a story about how Pimco CEO Mohammed al-Arian was so worried in the few days prior to Lehman that he had his wife withdraw several thousand US$ from the bank to have cash in hand in case the banking system froze-up. This seems like we are entering a risk area of similar magnitude.