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To: Earlie who wrote (239534)5/8/2003 10:54:43 AM
From: zonder  Read Replies (1) | Respond to of 436258
 
Thanks. Just thinking of stuff to short re USD going belly up because of some darn Shiites demonstrating in Iraq (long story, heh).

How about commodities? Oil, obviously, but what about iron ore, steel scrap - are they imported? Trying to find heavily imported raw materials...

Last question - what are the electricity prices like lately? If they are on the rise as well, I can think of some sectors that can be a nice short.

Thanks...



To: Earlie who wrote (239534)5/8/2003 11:04:43 AM
From: Simba  Read Replies (3) | Respond to of 436258
 
The problem with the trade deficit is that the largest US exporter in $ terms is Boeing and their prod. rate has come down 50% in a year. Imports have not come down at the same rate to even keep the deficit from rising. Those home equity/refinancing and Greenie credit boom are doing wonders to the imports.


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