### Comment:
I like how stock in an american software company like microsoft can plunge due to people in china buying less bicycles, toilets, and conterfeit watches. 
  
 The macro is incredibly annoying. these things dont really have a connection other than investor nerves. 
  
 That said, I fully expect China to cook the books to make themselves appear stronger in regards to tariff wars.

### REPLY:
I don't think it's about showing strength for China anymore. Their market is down almost 25% this year. It's all about outlasting Trump and any economic downturn until the midterms and, judging by current poll numbers, it might not be as much of a blue wave as some people think it may be. China will break eventually.

### END.