Rule: small series of coincidences usually lead to an event or disaster

• 10yr spike, rumored 'fat figure' trade

• TIC data showed China showing less interest in US Treasury holdings

• Portugal denied rumors of a canceled auction 20/01/2011 and confirmed talks with Abu Dhabi.

• Spain's savings banks could meet loan losses, will try and tap Asia for more money

• inflation driven 'food riots' spreading from the Tunisia to rest of Africa, Egypt, Middle East

• extreme weather events: floods southern hemisphere