Thursday, September 29, 2011

The Greek Play


Some Greek Government bonds are selling at 30 to 40 cents a dollar. If the swaps arrangement is implemented, its price will go up to 70 cents. If it is not, a 50% "haircut" is expected. Anyway, a 10% low-risk in three weeks seems reasonable. If the sky falls down, the speculating vultures will be fried.

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