Greece

10/25/2011

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http://globaleconomicanalysis.blogspot.com/  A sign of things to come.  The obvious trade is a short but I cannot help thinking that thay will come up with a "solution" that rallies stocks.  If this means we miss the downside trade so be it.  Gold and Silver also look strong but have not broken their down trends and the Dollar - probably the easiest trade - has a big speculative following and I cannot see a European solution that doesn't involve a massive injection of cash/liquidity from the US - which would be bad for the Dollar at least for a while.  So I am still on the side lines.



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