``I guess investors needed to hear it from companies as diverse as Siemens, Adidas, and Shell all at once to drive the point home. Yes, Russia, Ukraine, Russian impact on Europe, strong dollar, it's all coming together in one ugly morning. There's a grudging recognition that not only are the sanctions not working, but they are making Putin dig in his heels. Digging in his heels means that he is going to cut the natural gas spigot to Europe when it gets cold. I think that's how a company like Siemens could withhold an outlook for 2015. I think it is how Shell last night said it could be a game changer. Adidas didn't even have to wait until winter to lower the boom. It did so now.''

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