07-23-2009, 04:07 PM
Good point Vllad on the inventory. At the retail level I think this is true, but I was thinking more at the manufacturing / assemble / distributor level. ie auto makers having cars just sitting in the rain, waiting to load up and ship out.
But your right on the retail side. Stores done stock anything anymore, Everything is from the truck to the shelf.
Scary stuff. I hope it picks up.
On a secondary note, it will be very interesting to watch fuel prices now. I thought it was interesting that Oil took a big speculator dump, and now I see it creeping up again. I guess the speculatores think if the DOW goes up then fuel usage must be going up too.
If gas takes a big dump back to low 2.ish a gallon, it will be interesting to watrch the speculators whimper yet again. But it will be also very interesting to see how this maps out, in order to play the futures a bit.
But your right on the retail side. Stores done stock anything anymore, Everything is from the truck to the shelf.
Scary stuff. I hope it picks up.
On a secondary note, it will be very interesting to watch fuel prices now. I thought it was interesting that Oil took a big speculator dump, and now I see it creeping up again. I guess the speculatores think if the DOW goes up then fuel usage must be going up too.
If gas takes a big dump back to low 2.ish a gallon, it will be interesting to watrch the speculators whimper yet again. But it will be also very interesting to see how this maps out, in order to play the futures a bit.
Maul, the Bashing Shamie
"If you want to change the world, be that change."
--Gandhi
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"If you want to change the world, be that change."
--Gandhi