I'm not sure if any of you watch CNBC. I watch FastMoney and Squawk Box.
Anyway, I know China's growth is sitting at 10.1 - great right? However, this is down from 10.6. Analysts (who we all hate) don't like the way it is trending.
So, if you find yourself scratching your head on why things aren't going the way you expect them to, remove the blinkers and listen to the word on street. Whether it is true or not, it is having an effect.
Choose your strategy carefully....long or short.
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