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  • Personal Income, Savings and Retail Stocks: Reality Speaks [View article]
    Several weeks ago, I made a couple of comments to various articles saying that at some point, production would take a nudge upwards, because inventory liquidation can only go on for so long (unless the retailer is going out of business, of course). I had also noted it would be a sort of one time "blip" as inventory levels readjust to the "new normal", and production will slump back down. Although I was primarily speaking of retail, I suspect business spending will follow a similar path. Its not rocket science...merely a bit of common sense.
    Jun 28 19:17 pm |Rating: +2 0 |Link to Comment
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