Bon, on va encore dire ZH ci ZH ça....mais ZH est toujours avant les autres quand les infos tombent, alors le temps que la désinfo fasse son oeuvre pour en revenir aux analyses ZH....Soyez informés. Ensuite faites comme vous le sentez. C'est sûr que d'ici que Reuters, AFP and al en parlent, il y aura un peu d'eau qui aura coulé sous le pont....
http://www.zerohedge.com/contributed/mo ... -research-Roughly two quarters ago, I warned subscribers that markets were overlooking a distinct concentration of risk in France. Interestingly enough, many believed France to be a stalwart, alongside fellow ECB boss Germany, as one half of the strongest economic duo in the EU. Our take was that France's exposure to Italy (and the other PIIGS states) through its highly leveraged and funding mismatched banking system was a house of cards waiting to happen. I also asserted that Italy was nowhere near as strong a credit as the media and the sell side has made it out to be. As a quick recap:
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