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The interesting thing about the China story, getting back to the macro and micro, and as dire as I think the macro story is - due to bad credit and credit extension that makes Greece and Spain and the U.S. look like child's play - when you get to the micro of individual companies, they look even worse. ↗
When someone is looking down, they're saying no. When they're looking up, they're looking to their brain for memory. When they look to the left, they're looking for a lie or something they memorized. When they look to the right, they're feeling sorry - they don't want to answer. ↗
