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Greece will fall. Spain will follow. I'm not sure you'll have enough window to profit on treasuries.
Mauldin is all CHINA CHINA CHINA. I get his point. I think he's a little blindered but he does have some concise arguments. Rosenberg is basically on a war footing and has been for a year. I dunno. I've had the entirety of my retirement fun in a ratcheting index policy and that has yet to worry me.
Just maybe... :) http://www.treasury.gov/resource-center/data-chart-center/in...
Little trouble in big China: http://ca.finance.yahoo.com/news/Debt-panic-Wenzhou-China-ca...
I agree on Greece. If Spain does, then I think it's over for the Euro. Your probably right about that window, but it will probably be closed for a long time after that.
As for my thoughts on China see above: http://hubski.com/pub?id=6475