(The following commentary comes from an independent investor or market observer as part of TheStreet's expert contributor program.) "It's only when the tide goes out that you learn who's been swimming naked." -- Warren Buffett.NEW YORK ( TheStreet -- If you believe that a "rising tide lifts all boats" then you will appreciate that the opposite also holds true. Sir Isaac Newton referred to this as "for every action there is an equal or opposite reaction.
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