Mickey I am in Rome Italy on holidays with my wife and son....

Mickey
I am in Rome Italy on holidays with my wife and son.
Evidence of high end inflation everywhere I have been in Europe.
Still waiting for that snowflake which causes the avalanche.
Things are looking very good for us I agree.
I believe ARD has a big year ahead.
Good luck with all your trades.
It’s been a very long road to get to here.
I have changed my mind a few times as to where I think it will start.
Japan was on top of my list for many years
Then changed to Italy with all the non performing loans etc I thought that would have to give sooner or later.
Then with all the trouble in Spain I thought maybe something would crack there.
In reality it could be any event any day.
We are closer to the end of this than the beginning
Of that I am sure.
Ciao
Marc