DislikedThis analysis may be flawed as the Euro is more the mess then I thought.Ignored
Case in point are the PIIGS. This was old news and had been written about many times in the past. And then - Wham! Suddenly it's the hot topic and moving markets. Seriously, why now and not when it was first reported months ago? I have no idea as to the answer of that...
I often just keep the macro stuff in the back of my head, and take a look at it whence the markets turn an eye to it.
Chances are that the deflation scenario could come about in a few days, months, whenever. But timing is the issue and jumping the gun can sometimes be...annoying at best, disastrous at worst. Reminds me of a part in reminiscences of a stock operator.