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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (11986)4/15/2004 11:58:07 AM
From: russwinter  Read Replies (3) of 110194
 
I really respect Andy Xie for actually addressing most of the components of the case I've made. But the primary question I'd ask him and everybody else is this:

What happens to all the "excess" capacity and labor when you are losing so much from input goods inflation, supply chain bottlenecks, brown outs, and the removal of easy credit, that you can't even function, let alone profit and survive. Would such a firm be called "excess capacity", or have "labor surpluses", or be defined as "output gap". I think not.
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