user: IN: Duchess Kate shows off new curls, super-slim figure
AFP Photo/ Stuart C. Wilson/ Getty Images

Pregnant? If Duchess Kate is pregnant again, she’s the skinniest pregnant woman ever.

Once again, Kate puts the kibosh on persistent (if cockamamie) rumors that she’s with child, just a few weeks before Prince George’s first birthday.

She paid a visit to one of her charities today, a London school-based program to support kids hurt by parental addiction. She was summery in a slenderizing coral-pink belted dress by Goat, and she had a slightly new hair style of pulled back and up with glossy ringlets.

AFP Photo/ Stuart C. Wilson/ Getty Images

The reaction on Twitter was instructive, as least from a British online parenting magazine, ParentDish.com.

Duchess of Cambridge puts paid to pregnancy rumours in slim-line frock bit.ly/1rbH5Bj— Parentdish_UK (@parentdish_uk) July 01, 2014

Despite her figure and despite the fact she’s been seen twice partaking of alcohol in the last few months, rumors of another baby persist. One U.S. tabloid, Life & Style, even published a cover story claiming she’s pregnant and weighs 98 pounds, causing panic at the palace.

“Does it get any more loopy than this?” asked ParentDish

AFP Photo/ Stuart C. Wilson/Getty Images
What is a short summary of the above article?

OUT: Enough with the pregnancy rumors.


IN: Sell Greece, Buy Germany
Greece may be in a rut but Germany is rocking.

That in a nutshell is the view of two Swiss banks who say, amid all the teeth-gnashing over Greece, one big beneficiary of the country's troubles and the accompanying drop in the euro is Germany.

Credit Suisse and UBS published reports recently highlighting that fiscally-fit Germany and its industrial export-driven companies are likely to wind up winners amid the turmoil in Europe.

Karen Olney, strategist at UBS in London, says the case for Germany is that on a price-to-earnings basis, Germany is the third cheapest country in Europe, and, as the world's second largest exporter, it should benefit from the drop in the euro which has fallen about 8% since October. The euro rallied Monday from its recent lows on the $1 trillion package that the European Central Bank has cobbled together to save the common currency.

"Germany has traded with the sovereign debt stigma to it because people think Germany is going to bail out Greece and other countries in Europe," says Olney. However, Olney says the amount of money involved in the bailout is not enough to disrupt German growth, which is already showing signs of turning the corner.

On Monday, for instance, Germany's Federal Statistical office said that German exports jumped by 10.7% on the month in March to total euro 85.6 billion ($109.7 billion) , putting them 23.3% higher than a year earlier.

"Germany is one of the rare countries that improved its productivity during the last cycle," Olney says. Given its ranking as the world's No. 2 exporter, Olney says it was surprising that it hasn't rallied along with the cyclical, or economically-sensitive, stocks in Scandinavia.

UBS recommends investors look for German stocks that derive more than 25% of their sales outside Europe That way at earnings time, these companies will get a currency boost when the non-European sales are converted into euros.

Among the German stocks that UBS thinks will benefit from the euro's drop and look cheap are a number of German industrial heavyweights like capital goods conglomerate Siemens, with 47% of sales outside Europe, and chemicals concern Linde, with 57% of sales outside Europe. UBS also has a couple of health care stocks such as drug company Merck KGaA and healthcare equipment firm Fresenius Medical on its buy list. Each derives 51% and 78% of their sales outside Europe respectively.

UBS also likes insurer Allianz and technology company SAP, both of which have underperformed their respective sectors since the market hit a low a year ago and have 31% and 50% of their sales outside of Europe respectively.

Utility company E.ON is on UBS's shopping list even though its growth prospects are "more questionable", says the Swiss bank. However, it's hard to say no to a 5.3% dividend yield
What is a short summary of the above article?

OUT:

assistant: Fiscally-fit Germany is likely to benefit from the drop in the euro stemming from the turmoil in Greece.