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European breakup
Black Swan Investing and the breakup of Europe
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The EU as a larger Germany post-Brexit and Hugh Hendry’s Eclectica Fund commentary
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The British political landscape after the EU referendum
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Leading UK PM Brexit strategies taking shape with May and Leadsom
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Why Britain might not leave the EU and the next Prime Minister could be female
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The mess in Portugal is negative for debt sustainability
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Variable geometry and the choice of default within the eurozone or Grexit revisited
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The Greek capitulation puts nationalism centre stage
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Grexit is much closer than we think
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Institutions’ negotiating stance now untenable
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