> "You can say what you want about too much debt, overpriced real estate, manufacturing, etc..., but they'll figure that out." If this logic were applied to an

> "You can say what you want about too much debt, overpriced real estate, manufacturing, etc..., but they'll figure that out." If this logic were applied to an investment decision it would be considered foolish regardless of the eventual result. You don't go looking for facts to support your economic thesis; those are easy to find. You look for the objections to that thesis and think very critically about them, trying to figure out how (not just if) the strengths of the country or company can compensate for those weaknesses. Blithely dismissing some of the most significant objections to your thesis is the most damning signal of not having thought it through.