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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: russwinter who wrote (13196)10/12/2004 5:38:40 PM
From: Roads End  Read Replies (1) of 116555
 
Like you I have been trying to figure what happens in the train wreck. I'm not following your logic If inventories are gone that means demand must equal supply, and there will be no more slack. There may not be slack but zero supply isn't going to equal demand at that point.

Away from the physical, it seems that the real demand pressure would focus on the producer's enterprise.
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