Daily: Zulauf predicts euro disintegration and Chinese weakness

Daily commentary

Not a lot of links today. One link I did want to talk about was the Barron's Roundtable Midyear Update. It's largely the same cast it has been for a few years but for the past few years, the topics have been heavily macro instead of oriented toward markets and stockpicking. I think this goes to the environment we're operating in, which is unusual.

On that score Felix Zulauf has been the best prognosticator of the lot. Here's what he's saying now. (I have highlighted the mo...


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