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

To: Skywatcher who wrote (26165)	2/9/2005 4:26:45 PM
From: ild	Respond to of 110194

Little Port That Could Hueneme is proving that a shipping gateway doesn't have to bulk up to win more business latimes.com

To: Skywatcher who wrote (26165)	2/9/2005 7:36:34 PM
From: russwinter	Respond to of 110194

I don't think this is an outlier. LB and LB handle 80% of all TEU containers coming into Calf. Oakland handles almost all the rest, pmanet.org and they were flat Nov-Dec: portofoakland.com Pt. Huenema is still pretty tiny, handles different cargoes? Vehicles, not TEUs? The other two large west coast ports are Seattle and Tacoma, (roughly 20% of what goes into Calf) and there is no Dec. data up. In Nov-Dec 03, filled outbound containers were down 0.1%, thus year it's down 2.9% out of LB-LA. Therefore even if the trade deficit is more restrained this time, it's because activity is off the fall peak on all accounts. Both imports and exports (don't think that's what Easy Al had in mind) may be down. Oil prices were higher in Dec. and that may mitigate it some. If the USD kneejerk rallies off just the raw "improved" trade deficit number, they are missing the big picture. I bought YELL March 60 puts today.