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 In The Lonely Bull

Which Europa will show up this time?  Will it be the dysfunctional, crazy as a Loon, or the benign model of distributed democracy cooperating and powerful Europa.  More and more it’s looking like the latter.  Europe is now growing again and some of its most depressed regions look to be making good progress back toward prosperity.

Why is this important to U.S. investors; it’s because the earnings and growth of many of our companies here depend on how Europe is doing.  In addition, the rest of the world also depends on this region.  It is a market place of close to 400 million people and the largest collective economy.  Growth there is good for everyone and sets the tone for markets elsewhere.  We are hopeful that the recent good signs are sustainable and market breakouts are only the beginning of much more to come.  Stay steady, my friends.

the Lonely Bull

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