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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Umunhum who wrote (10470)	3/19/2004 2:54:07 PM
From: russwinter	Respond to of 110194

Thanks, these "in the trenches" accounts are far more valuable than any doctored government statistic, or bogus Bernanke pom pom waving moral hazard road show. Maybe that's the problem, these Fed officials do have real jobs, bunch of academics. The February inventory numbers will be a shocker. Maybe that's when they figure out (about two or three months too late) what they real cause (a Train Wreck/Crack-Up Boom in an overheated world economy) of this situation is. Everybody's just assuming inventories can be rebuilt out of thin air. I'm interested in stories about shipment delays out of Asia, those inbound container numbers look ominous. Message 19929914 January's wholesale numbers: Wholesale Inventories and Sales Rise in January Wholesale inventories were up 0.1 percent in January following December's increase of 0.6 percent.. On a year-over-year basis, inventories were up 2.5 percent from January 2003 to January 2004. Automotive inventories remained unchanged after a jump in December. Inventories of petroleum also remained unchanged from December while computer equipment fell -1.5 percent after an increase of 1.3 percent in the prior month. Sales of wholesalers rose 0.6 percent from an upwardly revised December and 7.6 percent from their January 2003 level. year-over-year growth in wholesale inventories is a little over 30 percent of the pace of wholesale sales, likely signaling a continued increase in inventory building.