Weekend Digest #260: China, Banks, Biotech & Dollar General
Many quick hit news bits and a feature with the investing takeaways from DG's decline, along with its forward outlook today.
Summary
China's economic weakness is not a blip but rather a structural event. Most analysts are dramatically underestimating the strength of the long Mexico/short China thesis.
Answering reader questions of TFS Financial and Charles River.
Don't rush to buy office REITs when there are so many other REITs in better asset classes that are also on sale.
Inves…
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