Why are you not concerned the debt crisis could spread to other Euro-Zone members?
Take Spain. Spain does not have a debt issue, Spain has an unemployment and a housing issue. Ireland has addressed its own issues, so we don't think Ireland can be put into the same pot. Portugal, similarly, does not have the same problems as Greece has. In fact, we think that the market will look for the next crisis and instead of finding it in the Euro-Zone, it will more likely find it in the UK, Japan or the US.
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