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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: benwood who wrote (69244)9/2/2006 9:23:12 AM
From: Wyätt Gwyön  Read Replies (1) of 110194
 
looks like sales took off, then the reaction to the impulse (delayed) is that inventory started to appear, then accelerate

one thing i am curious about in looking at the very low inventories in 04/05 in places like Phoenix and SD is whether the inventory contraction was due simply to increased sales (which gobbled up most existing inventory), or due to a combination of the sales increase AND supply being kept off the market. anybody know?
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