Interesting topic, the APL move seems to support your hypothesis. The BNSF bet as a bet on the whole US economy still makes sense in my opinion, but the IBM, APL-combo is strange.

From the looks of it, not yet... good place, though.

And good I've waited, too. Shorted at 1437 and 1472. Both s/o, of course. Next topic: stop optimization....

Heyho.... I'm the master of patience now.... don't have one position atm .

Great chart, thank you!

oh yeah. Look what a nice result we've got. A trust fund for privatization, 50 bn?

Schaeble isn't a hardliner, he really isn't. He is an old politician who has pretty much seen it all. He is one Chancellor Kohl's old 'Europe first'-guard and believes in a rules-based Europe. The portrayal of that man as a nationalistic bonehead is ...

Parlaments have to vote it through anyways... lots of extra-steps. The only quick way would be a grexit, everything else will prolong the drama for some more.... years.

The meeting cancelled was the meeting of the leaders of all 28-EU-countries. As far as I'm aware, the meeting of the EZ-leaders will go ahead. @sisse: not sure about your Germany/France good cop/bad cop staged play. There seems to be a serious rift ...

If Greece leaves the EZ it has to compete with other non-EZ-countries, etc. At the moment I guess (but would have to look into it) that the big ports in the EZ like Rotterdam are much more competitve than Piraeus... But its a moot point. Essentially ...

Look at the map. If you want to build a plant in a non-euro-country, there are several opportunities. Look at Switzerland actually increasing export with a higher currency... We'll see what happens during the next three days. Or doesn't happen...

History suggests that a greek administration won't get anything working (at least on short notice like 10 years) and the greek populace will fiercly resist ALL outside influence. This should include China and Russia. And there is already a (working ...

I'll have to keep my own contrarian instincts in check... but I do have difficulties to see a 'grexit' now. Time drags on, politicians prepare their constituents for the possibility of a grexit, but on Sunday evening they will emerge from the ...

Irresponsible asshole. My prediction a) is: he is in no way gone, but will continue to regale us with new daily interviews. Only that now he will say: if I still was in power, everything would be alright by now. Prediction b): he will get a very ...

You may be right. On the other hand there is the proven tendency of these negotiations to drag on and on. With Schulz proposing a 'relief programme', the next path is open. As far as I see the german media reaction, there won't be any vote by the ...

Oxi... great news. Now for the next round of negotiations. I'm curious if we see anything substantial before the summerbreak. Unless Greece pulls the the chute of course. A 'yes' would have putten the EZ under imense pressure to unshelf the rotten ...

The real tragedy is that intellectually Varoufakis has a point: the dept is unsustainable, Greece needs a restructuring, the EU policy has been wrong, mere austerity is wrong, the greek administration is in shambles, the greek economy is not working ...

All I heard is that some journalist obtained a copy of that letter, but no proof... if Tsipras did, he just invented a whole new class of idiocy, manageing now to lie to both the the people of Europe and to the people of Greece. Anyway, I've been ...

And so joining Sudan, Zimbabwe and Somalia on the IMF's default-list... Here the link to the governments official page for the referendum in English, finally the greek crisis explained! url @The fool: the better team won, congrats.