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robinsoncrusue | 1 month ago

Eurozone has a looming debt crisis. ECB is actively capping the yields for countries bonds from Spain and Portugal which are showing stress signals. This will not end well for ECB this time around if they end up something like 2012.

https://substack.com/home/post/p-185202466

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jacquesm|1 month ago

You're going to make a lot of money then by shorting EU stocks, right?

robinsoncrusue|1 month ago

Stock market is different from bond market, but bond market everywhere is showing stress signal. Just look at Japan. But yeah, eventually it will spill in stocks.