Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (49827)	4/19/2006 6:22:46 AM
From: shades	Read Replies (1) of 116555

Channel stuffing Has princess finally sucked all the money from boyfriend/daddy that she can? No more new jeans for princess? I continue to believe that the American consumer is the weak link in the global daisy chain. marketwatch.com Which gets us to the moral of today's story: It's almost always a red flag when receivables grow faster than sales. Double that when receivables rise while sales fall; triple that for sales to a distributor; quadruple that when the distributor is in another country. P.S.: I've heard rumblings from industry insiders that the high-end jean business is finally slowing in the U.S. Couple that with heavy insider selling and the possibility of too much stuffing last year and the first quarter, expected May 1, could be a doozy.

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