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Economic conditions seem to be improving for laborers. Perhaps rapidly.
On the long side, it would be national refiners, with Valero Energy at the top of the list; on the short side, it's the bedraggled oil producers.
Down goes Frazier, and down went Applied Optoelectronics.
A mishap in northern Asia would be an awful catalyst even to ponder. But a less apocalyptic one would be oil.