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  • Roger Nusbaum's Market Crash Shelter [View article]
    Where China is concerned I think first and foremost about the modernization underway and the raising of the middle class. We would still buy socks and t-shirts at Walmart from China but we may buy fewer $100 sneakers. IMO the hit hit to GDP would be less than some folks think.

    I have owned one of the oil stocks for many clients and a telecom name for some clients.

    India as an outsourcing destination could see a net benefit.
    Nov 19 15:08 pm |Rating: 0 0
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