I was a long-term bear on U.S. casinos in 2007, more on the fact that I thought Las Vegas exemplified all the aspects of American consumerism that were going to change - namely excess. [Oct 3, 2007: A Top in Casino Names? Wynn and Las Vegas Sands] [Nov 1, 2007: China Can't Save Las Vegas Sands - It's Getting Crox'd]
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