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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 (52063)	1/30/2006 8:34:14 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

global labor arbitrage? enables makers to absorb higher fuel costs and still widen margins. also increases shipping and enriches consumers in Chindia, who have the most utility to gain from marginal increases in per capita consumption (they benefit more by going from a bicycle to a moped than you benefit by buying an Excursion instead of an Expedition; or they benefit more by getting one car per household than you do by adding a third car). remember that Chindia's GDP unit growth is much more energy-intensive than ours. other factors--weaker dollar means real price gain not as great as nominally indicated, etc. has CR done an update of the long-term trend of energy costs as a percentage of household disposable income?