The following is an excerpt from my latest client letter.
As many of you know, my primary forecast regarding Europe is that the EU will be broken up and/or collapse within the coming months.
The reasons for this are political, financial, and monetary in nature. In bullet form they are:
France is about to elect a hard core Socialist. This will greatly alter political dynamics in the EU and will weaken Germany’s push for austerity.
Spain’s stock market and banking
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