Links..

Hendry on Europe: ‘The reality is you just can’t make up how bad it is’.. – I know it is some 4 to 5 months since the video accompanying this post was taken, but it is still great viewing.   Just skip through all the commentary bar the Hugh Hendry comments, because this is the meat: he does touch on an important area, that is the relative strength of Europe and Asia versus the US.  

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