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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.31+0.6%Nov 7 4:00 PM EST
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To: TobagoJack who wrote (71632)3/7/2011 6:19:29 PM
From: Snowshoe  Read Replies (1) of 217643
 
If so, Americans must consume less cotton so the Chinese can consume more

That's precisely the point. China has excess denim production capacity, so China needs more clothing stores to get locals consuming that product.

USA has a huge excess of retail capacity, so much of that property is available for conversion to other uses.
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