The single most significant gezegde

 The single most significant number is the inventory number. The rebuilding of inventories hasn't even started yet. When they do, it will be a major source of additional stimulus to the economy.

 I think we're in a significant inventory correction in the economy. What's happening now is people who make cars and barbecue grills are getting their inventories in line, then they're getting their product in line. But the number of cars and barbecue grills being bought is still rising,

 We can't get too comfortable about inventory levels because of the geopolitical situation. Demand is growing, which leaves us vulnerable to a disruption. If we lose output from a major source these ample inventories will soon be history.

 This number is clearly the basis for our weakness. The economy's recovery has hinged on consumer strength, so this number becomes more significant.

 This number is clearly the basis for our weakness, ... The economy's recovery has hinged on consumer strength, so this number becomes more significant.

 Typically, if you've got a single blade for a single desktop, those servers are going to be down two-thirds of the day after people head home -- and that represents a pretty significant infrastructure investment. IBM is making the pitch that if you can support the same number of desktops with one-eighth the number of servers, you're going to end up with much higher utilization of your IT infrastructure.

 On net, we'll see some damage and a hit to corporate profits and proprietors' income, but that effect is temporary. But in the next quarter, we will get some mild stimulus from the rebuilding. Certainly, it will have no major, permanent effect on the economy.

 We're just now realizing how badly off the economy was in the second quarter, ... The wider trade gap, along with the weakness we saw in the business inventory numbers that came out this week and weaker construction spending, will probably result in a second-quarter revised GDP number that will be zero or even slightly negative. It will be an eye-opening number, but it's no more worrisome than what we've seen.

 The idea is that the Fed has a little more work to do and the economy is showing trend-level growth. A really ugly housing number could hurt consumer spending, but that hasn't been the case yet. A soft number helps the market.

 O'Neill has been more optimistic about the economy and resistant to additional stimulus, so I suppose one could read between lines that he was losing that battle, and the administration is more likely to propose aggressive stimulus now.

 When people point to national broadcast television, that is so far removed from economy. You're talking four networks in prime time with limited inventory. When you're talking spending up 10 to 15 percent there, it's almost a meaningless number for a sign of a recovery. The local number is a better indication of what are the true expectations of businesses.

 A significant number of Casey supporters still do not know that Casey is opposed to abortion. There are a significant number of pro-choice voters whose entire opinion swings on that one issue, and, unlike other single-issue voters, they will use their vote on just that one issue, even if it hurts the candidate they are otherwise philosophically attuned with.

 Inventory rebuilding may have begun, with inventories up for the first time in many months. It's probably an indication that you're leaning toward a higher GDP and another sign of the recovery.

 The significant number of development drilling locations combined with the substantial land inventory associated with JMG should provide continued growth for JED. Bringing the two companies under one management team will also provide significant synergies and operating efficiencies.

 The unemployment number is the one Main Street looks at. This buys the Fed a little more time and allows it to hold true to its word that, until geopolitical risk lifted, no stimulus should be added to economy.


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