In the last economic update whereby I provide the rationale for the aggressive allocation into Europe, I have essentially summed up some of the most important economic events for the month of October. The  release of a stronger than expected US Job report on 6th of Nov had analysts scrambling to pronounce that there is a possibility of an interest rates rise again.... up from a near zero probability a week ago, before the end of 2015. I just wish that these analysts will just make up their minds and stop scrambling around like confused hamsters while trying to look smart at the same time. In any case, a rising interest rate environment is not neccessarily a bad thing. In an interview with Robert R. Johnson, the author of Invest with the Fed, Johnson sums up the impact of interest rates on the US stock market in one paragraph: "Over a 48-year ......