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Getting edgy....

|Includes: Templeton Global Income Fund (GIM), TEI

Maybe its just me, but I'm getting increasingly nervous about the possibility of a sovereign default. My portfolio is pretty heavily exposed to the sector, and even though neither of my holdings, GIM and TEI, have much, if any, exposure to the countries most at risk, a default would, in my opinion, hammer the sector soundly, at least initially. I'm thinking that in all likelihood, treasuries, and the USD would bounce in a flight to perceived "safety".

Precious metals, and by extension, the miners may do well, although that's not a "given".

Disclosure: Long GIM, TEI, GG