Well I was smacked in the face with the market reaction to these protests. I may write about the protests later…but its a non-violent movement, an excuse for the weak hands to dump the shares that that they don’t have confidence in. (or at least that is what I am telling myself)

It’ll be interesting to see the 3Q #’s that are coming out though I suspect ex glove and tech manufacturers you’ll probably be hearing “capex reduction, cash management, opex management” etc…

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