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John Mauldin's Outside the Box

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  • An Attempt to Think Through the Greek Crisis

    Today I am sitting listening to Robert Merkle lecture on nanotechnology, part of a 9 day long series of lectures on how accelerating change in technologies of all types will affect our world. 15 hour days and intense discussions are stretching my brain, but I still have to make sure you get your Outside the Box. Fortunately, I came across today's OTB last week from my friends at GaveKal, where they offer a way to think about the Greek crisis and what it means for all European bonds.

    There is a lot of allegations about manipulation of the European bonds. Its those nasty traders. GaveKal shows us data that bond yields are actually quite logical given the debt of various countries. But they also, as part of their conclusions, warn us.

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