Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Jim Willie CB who wrote (22582)	12/2/2002 9:33:06 PM
From: Canuck Dave	Read Replies (1) of 36161

Great point, JW. I noticed it today too, but forgot to post it. Wanted to see which of the components was driving it. The CRB index is half of the dwindling profit potential of US manufacturing, the other component being overcapacity from cheap overseas competition. Equals profitless recovery. Say hello to stagflation again. CD

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