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call me coward. but unless i have a stock with international exposure that has what s known as secular growth, meaning it doesn t need growth to do well, i m not going to take this house of pain. the house of pain. i don t like waking up in the morning knowing i m going to be clobbered because of bad paella. so what transcends the drama? companies that are uniquely domestic or companies with strong growth that play to the weaknesses of europe. and yes, boring companies that do well when everyone s so worried that the world s economy is slowing down. for example, we know governments around the world are struggling with medical costs. europe s the worst. what are they going to do? of course, they re going tone courage the use of generic drugs. that s why my charitable trust has been buying teva, teva, a go-to generic player that works regardless of the euro because it s got the tailwind of ailing governments trying to save money on universal health care. same thing with hou