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Some of Jim O'Neil's observations:
- He is detecting for the first time investors starting to shift from the U.S. to Europe.
- He personally is assuming that the fiscal cliff nonsense will go down to the wire but will be dealt with.
- He thinks the fact that the American government has no dominant majority makes it impossible to do anything really positive.
- There is relief in Europe because the spiral between sovereigns and banks has been broken, and the worst seems to have past.
- He knows investors now buying European financials who haven't dreamed of doing so in years.
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