Drink Them, Date Them, Trade Them...

Europe; a fling

We have been in love with the European turn-around story and strategically long both European stocks and the FX. But no love story in financial markets and trading should last forever, especially so anything European. It starts to feel like we are back to a "drink them Bordeaux's, date them Italian models and trade - don't own - them European stocks" but never ever too much and for too long.