Hope you are doing well. I know where you are coming from. I feel it and see it too. I try not to post about my personal skepticism regarding the issues that you have eluded to, because I would be working against my own position. The way I look at it, either I am right about the behind the scenes EU financial bail out, or my position in shipping stocks is toast. We should know in about 4 to 6 months.
I don't know much about the EU bailout specefics you refer to. But I do know that you research and consider carefully. I respect your judgement. Hope you are on to something that will make us all money. May be an angle I have not considered enough.