I agree we are very vulnerable. One factor seldom noted is the financial risk of a weakening of Chinese confidence in their own government. The Chinese economic miracle has to a great degree been financed by an astronomical accumulation of debt seldom noted. The level of debt is only sustainable because of domestic absolute confidence in their government's economic stewardship. If confidence in government becomes sufficiently damaged, the whole economic house of cards may crumble under the debts for vast amounts of investments with no possible returns such as insane amounts of construction of unneeded domestic assets that has been helping to keep the economy going.