Over My Shoulder

David Zervos: Fruhjahrsmudigkeit

By John Mauldin

May 18, 2015

Zervos on Frühjahrsmüdigkeit ("spring fever" in German). He sees the reasonable sell-off in stupidly priced German bunds as having an effect on the US 10-year. Interesting.

Download - 150518_Zervos.pdf

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