Links: 2013-09-09

US investors pile into European equities -
This speaks to the relative value of Europe that I have been discussing. Especially in the context of an emerging reflationary trend, it suggests an overweight European position. Clearly, the liquidity is headed that way. Where are the Japanese on this I wonder."US investors have pumped more money into European equities than at any time since 1977 in a big vote of confidence for the region and its ability to recover from the sovereign debt crisi...

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