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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (8375)2/20/2004 1:11:50 PM
From: russwinter  Read Replies (1) of 110194
 
I know Masco increased prices on insulation Jan. 1st, so I suspect a lot of this fourth quarter effect is channel stuffing, prior to the increases. I think that's what the warning letter to the distributor is suggesting too. The price increases I've observed are sort of 30 day notices, with an 800 number. We may start to see some substantial inventory builds to beat the increases, which of course just fuels the train wreck further.
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