Friday, November 18, 2011

Bob Janjuah: "Germany Will Walk, And The S&P Will Undershoot To 700 In 2012"

Bob's (latest) World is here.
They told me it was fixed
From Bob Janjuah of RBSNomura
1 – My secular views remain unchanged. I see no (fundamental) developments or market (price action) developments that warrant a change of view. My very negative view of the latest (late October) round of eurozone "shock and awe? appears to have been quite accurate. All those European policymakers and sell-side commentators who told us on 27-28 October to great fanfare that the solution was now finally

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