WascallyWabbit <thewascallywab...@gmail.com>

I think a lot of the sentiment lies with the Chinese economy in
general. It will be very interesting to see if China pulls the world
out the recession vs the US. It could mark a substantial change in
fiscal power if this happens. Quite a bit of what we're seeing is
linked to a drastically slowing Chinese economy, and this means that
it will take more than a couple of years to see it return to >5%
growth/year.