Eurosceptics and a Tale of Two Assets

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Eurosceptics and a Tale of Two Assets

Italian woes laid havoc on the markets as we returned from the holiday weekend. A lack of leadership in the Government and huge debt concerns leave speculation running wild on the possibility of a Eurosceptic party. This creates more noise in the market. However, digging deeper, we see strength emerge in beta names as the big’s under perform. FIT students, know my take on how important the Financials are and they sprung a big leak in the damn. Close monitoring of the sector is warranted.