Doing the commodity business with China is like drinking coffee. We enjoyed three spoons of sugar per cup for a long time. Suddenly, when that's cut to one and a half spoons, we feel bitter — because it used to be so sweet.


Interview, New York Times, Dec 1, 2015.


Doing the commodity business with China is like drinking coffee. We enjoyed three spoons of sugar per cup for a long time. Suddenly, when that's cut...

Doing the commodity business with China is like drinking coffee. We enjoyed three spoons of sugar per cup for a long time. Suddenly, when that's cut...

Doing the commodity business with China is like drinking coffee. We enjoyed three spoons of sugar per cup for a long time. Suddenly, when that's cut...

Doing the commodity business with China is like drinking coffee. We enjoyed three spoons of sugar per cup for a long time. Suddenly, when that's cut...