join global, cummins, check out freeport, peabody or vale, rio tinto.ing these stocks is like owning a piece of the great wall of china. you don't want to be in them when the great wall is crumbling. i have seen yum, it has a huge business through kfc and coach, which has been expanding aggressively in china. similarly, owning a steel company not paying attention to what the chinese are dumping in our markets is like taking your financial life in our own hands, how do you find out all these issues? companies as diverse as corning, 3m, ppg, also march to the beat of the drums these days. it's all in the pestering by the analysts. so it's pretty simple. listen to the call. don't hang up until you have heard the last questions. you can read the transcript so you can tell how worried the analysts are about the market that didn't move the needle a few years ago. one piece of the puzzle, this is incredible the earnings season, i never talked about before. we got to do this before we are done tonight. one that's become obvious to anyone that has watched this s