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


To: ild who wrote (11209)4/2/2004 3:38:55 PM
From: russwinter  Read Replies (2) | Respond to of 110194
 
There is a bit of a drop in the shipping rates, but I think the trotsky's interpretation is not correct. The China's are bottlenecked and the goods are in short supply, not available. This is a supply related "seize up" bust, not some kind of deflationary demand bust, and that's an important distinction.