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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (266025)	8/3/2010 12:03:40 PM
From: Smiling Bob	Respond to of 306849

Much like the entire transport and manufacturing industry They've all downsized considerably in capacity and in human capital and are reaping the gains. Most of the jobs and capacity will be permanently spread out globally, pushing US living standards down much more than most can fathom. All that planned and rejuvenated retail expansion is more wasted effort and resources LOL FORD number well below while GM way above Wonder who is lying? leaning towards the desperate, IPO "wann-a-dos."

To: Les H who wrote (266025)	8/3/2010 12:10:17 PM
From: TH	Respond to of 306849

Les H, Little side note from automotive land. Which suppliers survived the breakdown in 2008/2009? As a supplier with a lot of customers, I had the privilege of demanding financial records. And a surprising trend had emerged. When the unit volume crashed suppliers could be in three broad classes. Those that were strong, those that were weak, and those that scrambled to survive. And here is what is interesting. The strong did well, as they had cash and picked up lots of business from those that blew up. The weak were able to secure financing in some cases and ended up STRONGER for going BK early when money was available. That middle bear, the one that cut and scrambled to survive, discovered that the cash to restructure was not available and many did not survive. So the strong and the weak came out the other side, while the middle bear went hungry. Capitalism. Timing is everything. GT TH