http://kunstler.com/clusterfuck-nation/repricing-reality/
http://cluborlov.blogspot.com.au/2016/02/what-are-we-smelling.html
(Sometimes the comments below the articles are worth reading, too.....)
http://wolfstreet.com/2016/02/15/im-in-awe-at-just-how-fast-global-trade-is-unraveling/
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