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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (7860)2/12/2004 2:24:35 PM
From: yard_man  Read Replies (1) of 110194
 
you are confusing capacity at the primary stage with later stages of production. There is much slack in capacity that is NOT obsolete closer to the consumer-- the problem is flagging demand closer to the consumer and prior "bad" extrapolation concerning growth in demand for consumer goods -- overshoot -- Heinz IS right.

But if you would think about it for a minute you would know that this is the result to be expected from loose money. Overinvestment in the latter stages and underinvestment in the primary input stages ...
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