SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Currents of Currency -- Ignore unavailable to you. Want to Upgrade?


To: Joan Osland Graffius who wrote (306)7/30/2014 9:15:51 PM
From: Ahda  Respond to of 594
 
BEA — a division of the Department of Commerce – will release its second estimate of Q2 GDP on August 28.

The increase in real GDP was largely due to growing personal consumption expenditure, private inventory investment, exports, nonresidential fixed investment, state and local government spending and residential fixed investment.



To: Joan Osland Graffius who wrote (306)7/30/2014 10:39:37 PM
From: B.K.Myers  Read Replies (1) | Respond to of 594
 
Most of the GDP was Inventory build

I have seen a few articles on the Internet making this claim, but when I review the financial statements of companies that I own, I don't see this. In fact what I see is a healthy increase in inventory turnover ratio.

What I am seeing appears to confirm what US Census Bureau is reporting. Inventory to sales ratios are fairly normal and appear to be rather healthy. Maybe the next report will change that, but I do not see where the current data supports that statement.

census.gov

Do you have any specific examples of actual inventory build?

TIA,

B.K.