Comments on: Looking for 8

By: Bill :D

Bill :D — Mon, 10 Aug 2009 06:06:44 +0000

Hi, Craig;
You are correct. The Chinese don’t have a good way to measure inventory or expenditures, leaving them with measuring shipments. Meanwhile, in the States, change in inventory can be measured in, for instance, this quarter’s GDP figures or next quarter’s, depending on the spin politicians and economists want to give to consumers.

By: Bill :D

Bill :D — Mon, 10 Aug 2009 05:22:21 +0000

Hi, Outcast;
Check out my latest post The Mother of All Bubbles for some thinking on when reality will bite in China.

By: outcast

outcast — Sun, 09 Aug 2009 04:25:06 +0000

Pulling out your crystal ball, how do you see this going? How much deeper will it go and how long until we can see a real recovery?

By: Craig

Craig — Fri, 07 Aug 2009 01:31:49 +0000

Thought GDP in the US included change in inventory, so the shoes, although not sold, would show up in GDP.