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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (89935)	5/8/2012 4:29:30 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 219951

IMHO based on the fact that Greece is already counted as leaving the Euro and default, and EIB and ECB will get more involved, it is time to buy stocks and debentures in the EU in companies that are more "national " connected. Germany is doing just fine and France with Hollande will roll back his rhetoric. Big money is out of the EU market and everyone is dead negative on Europe, therefore for the real investor that can relate to fundamentals and a 2 to 3 year horizon Europe may start to be interesting. Depressed Utilities and infrastructure type of companies should be interesting Lower energy prices (mostly NG) will help Europe more than the US as the US already enjoys low NG prices. I do not see Europe getting much worse and Greece leaving will be a blessing as it offers a defined amount of loss to those invested and stop hemorrhaging funds from Europe As chances of BO to be re-elected are high and a ME instability is growing US will lose its luster (be more like socialist Europe) and EU may have substantial funds inflows for political and economic reason as a result of stabilization