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and they re over there, okay? you with me so far? we have 310 million people. these guys have about 739 million people. these guys have 1.3 billion people. i want you to keep this geography lesson in mind. because it is taking control of the averages on almost a daily basis and i can t do anything about it! including today, where the dow sank 81 points. the s&p gave up 0.67%. nasdaq, 1.27. it s terrible out there. why is geography so important? because many companies are hostage to this map. see, we made big bets here and there. remember those today, that s europe and china, remember? and unless the executives at these companies are inventive, creative, technologically brilliant, these bets are starting to backfire. meanwhile, other companies decide to focus here. this is remember the 310 million? and when t right, it s nothing short of magnificent. especially on one more ugly day like today. let s use the earnings reports just from this week to drive home the point. ....