One would assume that if I can't think of something to write about, the industry must be quite serene. Everyone must be doing the right thing, and business must be pretty darned good. But for several months, I have had a gut feeling that things only look peaceful for the industry. The thought keeps coming to me that the industry is like a big ship on a glassy ocean, below the surface of which a tornado is spinning rapidly and creating great destruction. We can't even see the whirlpool; every now and then, we think we see a little ripple, but dismiss it.
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