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And so in honor of the last few minutes of the U.S. spy plane flight over the South China Sea, I propose that we are experiencing a Hainan Island Landing with a foggy bottom. This is a phenomenon in which one of the four propellers of our economy is knocked out of commission, threatening to make tech investors bail out over shark-infested waters. Instead, we stabilize at a lower altitude, radio for guidance and get no answer. We land in hostile territory, where the locals buy only, yuck, cyclicals. After a short period, we're rescued amid cheers and yellow ribbons by an early April rally.