Macro: Will Europe tear us apart, again?

If you thought the Eurozone crisis ended in 2011, think again. John Addis explains the many ways in which the Germans still don’t get it.

Despite the Joy Division reference, things have been rather upbeat lately. The US recovery continues; many recent Buy recommendations are surging, some after years of waiting; Our China warnings of three years back are bearing fruit; And the performance of our two model portfolios continues to beat the market. We’ve even got a new website in the offing.


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