I’ll speak next week about China, but I’m going to admit right now that the full impact of China on the world economy and markets is unknown.  It’s simply never happened before where China is a big player on the world scene.

And they’re not very transparent.  Urgh.

But, they’re only responsible for 5% of the S&P 500 revenues, so we’ve got that going for us.

More to come next week.

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