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Manufacturing Depression Enters Uncharted Territory: Caterpillar Retail Sales Have Never Been Worse
Hey Wall Street
"What To Own In An Equity Death Spiral"
Underperformance was due to two things: First, our worst performing investments were among our biggest positions. Second, we had very few winners.
The fundamental shifts in energy and metals supply that we believe need to happen will likely occur in three phases.
Effects of commodity super-cycle, bankruptcies, debt defaults, hedge fund redemption/failures, global economic slowdown, equity weakness, global debt deleveraging
API reports a huge 5.6 million barrel inventory draw
Stockpiles of rubber from Asia expand as consumption tumbles - economy of China slows down while subsidies from government are small, cannot offset the production costs.
Recovery non-existed after 2008
Real Estate bubble collapse signals that China is going down.
