Oddly enough, MUCH things have changed.
Portuguese failure has put the cards on the table in our Desum, and has set the limit that the financial systems Europeans can pull your own cord .
is increasingly clear that financial systems play a lot with sovereign risk "English" and cling to any sign of the politicians around here to proclaim that "we are on the right track, though (not mistake), I can state categorically them, they know very well that what they say with small mouth, and not rely nor hair of what they say members of the gang-ruled to give us .
result, the yield of our assets has fallen sovereign (much more than what CDS has made the cost of insurance or the risk that the Kingdom of Spain can not cope their commitments).
At this hour (14:03) the English bond yield has fallen 2PB about their "close" on Friday, while the German bund has risen 9PB, which the difference between the two has dropped to 187pb .
As you can imagine, by AFDR, it comes in handy our equity.
Especially because every day that passes more and more, analysts and market participants realize that the Kingdom of Spain distances himself from the pigs on the strength, solvency, and international diversification of our global corporations .
Therefore, not surprise me that sooner or later see a good rise in the prices of the securities of corporations domiciled in Spain international prime (SAN interesting to see how it has been able to put in a few hours a broadcast without warranty outside their corporate at a price lower than the Kingdom of Spain, although the pen does not do more than repeat the severity of their risk Portuguese).
Whether there can be a time lag the timing of his friend David , and as they are confirming the data from the first quarter 2011, may have significant increases from now until late April (When publishing the good news).
Unfortunately, I am very busy (I recall that my move is day 29 and I have many things to do and prepare, including medical records, etc), and this precludes me be online and able to actively manage .
Consequently, I have strategic decisions: 1 .-
remain intact the investment.
For now still uninsured. I put the stop
10500 level (which is where I estimate should be the lower limit of the band in which we operate), which, curiously, ATD agrees with the view of his friend John (when he says "upside objectives towards which we tend. shall remain in force therefore not lost 10512). 2.-
will maintain a level of equivalent positions + / -50% building (I'll resetting when I connect, and now are at 46%).
3.-These positions have a strong coverage of 60/70% of positions (I'll resetting when I connect, and are now 67%).
Greetings,
PD "Interesting comment from friend and fellow Carpathians :" At yesterday's close institutional sales and purchases fall sharply rising moderately. With this move, the balance vendor recent days, is almost extinct and bordering on neutrality. Another important aspect to consider. "
in 
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