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

To: Jim Willie CB who wrote (11343)	4/5/2004 12:38:52 PM
From: DOUG H	Respond to of 110194

I thought you might find this intereszting. Costs are everything It's a tad old (2002) but the trend remians intact. For over a decade, the Inland Empire’s location advantages have made it a national manufacturing and distribution powerhouse. As a result, the Riverside and San Bernardino county region’s manufacturing and distribution employment underwent a rapid expansion from 1990-2002 while these sectors were undergoing significant declines in both California and Southern California’s coastal counties (Exhibit 6-1). Thus, the Inland Empire added 64,800 jobs in these blue collar sectors (+49.8%) while California lost 192,860 (-6.4%) and coastal Southern California lost 279,490 (15.9%). ieep.com

To: Jim Willie CB who wrote (11343)	4/5/2004 1:26:18 PM
From: gregor_us	Read Replies (1) \| Respond to of 110194

When The Chapter on Re-Flationary Policies is Written in the next edition of the Econ. 101 textbook, there should be special mention made of the risk that a weaker domestic currency simply pushes up input costs and goods costs, thus accellerating the deflationary export of labor to cheaper lands. material prices pushes mfrs toward more outsourcing Indeed. And this is "fun" isn't it? Reflationary policies which originally sought to fight deflation, become both inflationary--and, accellerate the problematic aspects of the original, precipitating deflation. My portrait of Stagflation: a burnt-out gas-guzzler abandoned in Harlem, with high city taxes, high unemployment, and subway-worker strikes. The mayor is floating ciy bonds with coupons of 12% (sold at the offering below par, of course!).