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In the lead on 24 have decided to increase coverage from the opening .
But of course, has influenced me the friend David showed us that date as a pivot for the strategic evolution has not been the only reason.
also influenced that
1.-Unlike what happened in Spain, turnover markets equity assets has been very low the last two days.
2.-As the friend Jordi, me too I think "more likely to yield to such 10480, which coincidentally, + /- coincide with the minimum of the band's conservative recession / depression .
I think it will be a powerful brake, but do not tempt the devil, as things are geopolitical.
is strong hands may want to give an appearance of weakness before the traditional start strong upward pattern of the first half of April .
3.-The strike destructive earthquake + tsunami in Japan is very serious : between 185000-308000 million dollars in property damage only , as well JLCampuzano said the friend, a strategist at Citi in Spain in http://www.serenitymarkets.com/ficha_comentario.asp?sec=9&id=107663.
This figure does not include losses in the economy or the costs of another disaster in the nuclear case. "It will also be significant," he added from the Government.
As you can imagine, in one way or another, these losses have to affect global markets for RF and RV.
We will see.
4.-We have a key day in Portugal .
'll see if they escape from the abyss. I have my doubts.


If we add all that I have moved a few days I found it impossible to follow the markets, I prefer to err on the side cover, just in case. Consequently
:
.) Keep my investments, but having taken on opening a basic coverage of 50% in the 10535 level.
.) Maintain positions in 50.4% of capacity, but increasing the coverage to 82.5% of them (on the average 10450) .


Today was published the breakdown of investments NIMB , the largest sovereign fund in the developed world, with total net assets of € 380.000M.
is also the most transparent sovereign fund in the world (you can see the breakdown of their investments in http://www.nbim.no/en/Investments/holdings-/holdings-and-voting/). Interestingly
emphasize that they have confidence in Spain and in international companies domiciled here.
The evolution of their investments in the English stock market has increased over the last three years of crisis, from € to € 5500m 3400m current.
emphasize their shares of 1.71% of SAN, TEF 1.6% and 1.5% of BBVA (three units mean the bulk of their stock investments in Spain).

regard to sovereign assets "safe" can say they have a different evolution.
.) At 10:10, the yield of the English bond is rising 4PB (6pb from Friday),
.) and the bund 1PB is falling (although 7PB up from Friday).
I doubt that they can lower their yield while still alive a warning of the ECB's next rising cost of money.

Greetings,