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Greece will fall. Spain will follow. I'm not sure you'll have enough window to profit on treasuries.
Mauldin is all CHINA CHINA CHINA. I get his point. I think he's a little blindered but he does have some concise arguments. Rosenberg is basically on a war footing and has been for a year. I dunno. I've had the entirety of my retirement fun in a ratcheting index policy and that has yet to worry me.