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Not good news - especially the stock levels - alarm bells are going off - I'll have to think about how to deal with my automotive exposure tomorrow. There's been more and more bad news over the last few months - if you put them together like a mosaic to form a picture, it's not so rosy...

My post from just over a month ago comes to mind https://getqu.in/WsAWIb/
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@TomTurboInvest somehow the year is off to a very gloomy start. I hope it improves again soon