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Think a lot of inventory restocking has already happened, and was the major cause of the relative improvement in economic numbers in the past 4 months. I wonder how much is still left to come.
Also, labor is usually a lagging indicator.
” They continue to import from the US, EU & Japan.”
Like I said–“Consumer Spending is 70% of our economy and with high unemployment where is the money coming from?” Are going to print money and hand it over for goods? If we do this would inflation be higher Dave?
” Inventories around the globe are at historic and ridiculously low levels. Manufacturing will have to rise to fill orders once inventories are depleted and hiring will begin.”
I think you need to check the shipping ports around America. The ports are filling up with unsellable items (Cars, Goods and crap from China).
“Once the loss of jobs has declined dramatically, the consumer will start to spend. ”
Then again Dave — Where are the jobs coming from? To bring back employment levels from last year America need to create about 5 million jobs. How do we do that?
There are economies in Asia doing quite well. They continue to import from the US, EU & Japan. Inventories around the globe are at historic and ridiculously low levels. Manufacturing will have to rise to fill orders once inventories are depleted and hiring will begin.
Beliewve it or not, there have been over 200 hedge fund startups in the US since March. They have all hired people.
Once the loss of jobs has declined dramatically, the consumer will start to spend. Hiring will follow.
Then Dave where are we going to “higher” GDP numbers from? Consumer Spending is 70% of our economy and with high unemployment where is the money coming from?
“I can’t get into true blood, too freaky or something, or maybe it’s true that only girls like it.”
Yeah – I dunno. I seriously think I’m the only guy who likes this show. Anna Paquin isn’t exactly doing anything for me, and the whole show is chock full of attractive males.
As far as girly vampire dramas go – it’s way better then ‘Twilight’. wow – that was a shithole movie.
Think a lot of inventory restocking has already happened, and was the major cause of the relative improvement in economic numbers in the past 4 months. I wonder how much is still left to come.
Also, labor is usually a lagging indicator.
” They continue to import from the US, EU & Japan.”
Like I said–“Consumer Spending is 70% of our economy and with high unemployment where is the money coming from?” Are going to print money and hand it over for goods? If we do this would inflation be higher Dave?
” Inventories around the globe are at historic and ridiculously low levels. Manufacturing will have to rise to fill orders once inventories are depleted and hiring will begin.”
I think you need to check the shipping ports around America. The ports are filling up with unsellable items (Cars, Goods and crap from China).
“Once the loss of jobs has declined dramatically, the consumer will start to spend. ”
Then again Dave — Where are the jobs coming from? To bring back employment levels from last year America need to create about 5 million jobs. How do we do that?
The What
Someday this war is gonna end…
dave- check your email. sent you stuff.
Now you tell us what the cause of the big November shockwave is going to be????
There are economies in Asia doing quite well. They continue to import from the US, EU & Japan. Inventories around the globe are at historic and ridiculously low levels. Manufacturing will have to rise to fill orders once inventories are depleted and hiring will begin.
Beliewve it or not, there have been over 200 hedge fund startups in the US since March. They have all hired people.
Once the loss of jobs has declined dramatically, the consumer will start to spend. Hiring will follow.
“What, we already HAD the big meltdown of the Mutant Asset Bubble.”
Nope the real shockwave will hit around Nov ’09!
“The unemployment numbers are bad, yes. But things are improving.”
When????
“If the US can’t borrow, there will be another shock, another plunge. ”
Interest Rates are going be very high. Say Buh Bye to Real Estate…
The next bubble is War…
The What
Someday this war is gonna end…
Then Dave where are we going to “higher” GDP numbers from? Consumer Spending is 70% of our economy and with high unemployment where is the money coming from?
The What
Someday this war is gonna end…
“I can’t get into true blood, too freaky or something, or maybe it’s true that only girls like it.”
Yeah – I dunno. I seriously think I’m the only guy who likes this show. Anna Paquin isn’t exactly doing anything for me, and the whole show is chock full of attractive males.
As far as girly vampire dramas go – it’s way better then ‘Twilight’. wow – that was a shithole movie.
[chicken takes a bow]
Sorry, not going to be able to make it next week – flying back to London on Monday.