Morningstar Spain's Fernando Luque explains the reaction in Madrid to news of a bank bailout, further problems facing European governments, and a potential outcome for the eurozone.
Germany is hitting negative sovereign yields, while Spanish regions and banks seek financial assistance from their parent country, which needs a bailout of its own.
The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.
Merk Funds' Axel Merk says the European Central Bank will spend and print less money than the Fed in the face of economic problems.
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