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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?


To: tekboy who wrote (13860)5/3/2001 6:12:24 AM
From: unclewest  Respond to of 22706
 
tb,
i liked this part...

American companies simply cannot afford the luxury of staying at home.

edited...
i suppose after everyone gets tired of their service and government jobs, they can move to china or mexico where the real production action is.
one could argue...that will solve America's energy problem.

here is a clip from report on tonnage at the port of houston released this morning...i use these as leading indicators...if raw material imports are dropping so is production imo.

The movement of steel through the port was down for both imports and exports, but most significantly for imports, which were off 31%, according to the port. A total of 588,937 tons of steel imports moved through during the first three months of this year, compared to 849,835 during the first quarter of 2000.

uw
enjoyed those kid pics last week.



To: tekboy who wrote (13860)5/3/2001 8:06:26 AM
From: Mike Buckley  Respond to of 22706
 
those interested in trade deficit issues should find this article worth a look

Sorry, but I'm too preoccupied with my own investment account deficit.

--Mike Buckley



To: tekboy who wrote (13860)5/3/2001 3:32:08 PM
From: Apollo  Respond to of 22706
 
cTB...

those interested in trade deficit issues should find this article worth a look:

foreignaffairs.org


Very much enjoyed the piece on interpretation of the Trade Deficit. Excellent.

If I can return the favor, write you a script for Prozac or something else, please don't hesitate to let me know.

ca