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US Manufacturing
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Author US Manufacturing
rffrydr
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PostPosted: Sat Jun 28, 2008 6:51 pm    Post subject: US Manufacturing Reply with quote

As Globalization shows it's fissures, manufacturing stands to drift back (though much remains). Delphi is NOT the place to begin in this investment trend.

http://www.chiefexecutive.net/ME2/Audiences/dirmod.asp?sid=&nm=&type=Publishing&mod=Publications%3A%3AArticle&mid=8F3A7027421841978F18BE895F87F791&AudID=E5B314DD6E0443298C4FB53F81C5D2C9&tier=4&id=AED72CD1466D41A5881348FB6E63EF10

70% of workforce overseas.
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rffrydr
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PostPosted: Mon Dec 16, 2013 10:59 pm    Post subject: Reply with quote

I P surpasses 07
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PostPosted: Mon Sep 02, 2013 9:14 am    Post subject: Reply with quote

It keeps coming:

http://www.ft.com/intl/cms/s/0/5f5c4e26-13af-11e3-9289-00144feabdc0.html
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rffrydr
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PostPosted: Sat Dec 08, 2012 9:44 am    Post subject: Reply with quote

It ain't much, and it ain't the iPhone...but Apple joins the re-jigger back home. And FoxConn right on their heels.
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rffrydr
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PostPosted: Tue Aug 21, 2012 7:41 am    Post subject: Reply with quote

Samsung commits $4B:

http://www.cnbc.com/id/48734807
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PostPosted: Thu Aug 16, 2012 8:43 pm    Post subject: Reply with quote

Hardware is the new software in this article originally titled "Return of the Screw":

http://www.businessweek.com/articles/2012-07-05/in-silicon-valley-hardware-is-hot-again
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PostPosted: Tue Jul 03, 2012 6:13 pm    Post subject: Reply with quote

nodoodahs wrote:
HenryTo wrote:
Timing and point level, subject to change tomorrow. Cool
I was thinking more like "who wins the election" and "magnitude of relief rally", but YMMV.


Ahhh... I see. My caveat is that assuming election results are conclusive by the next day; and assuming the final candidates are really Obama and Romney.
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PostPosted: Tue Jul 03, 2012 3:52 am    Post subject: Reply with quote

HenryTo wrote:
Timing and point level, subject to change tomorrow. Cool
I was thinking more like "who wins the election" and "magnitude of relief rally", but YMMV.
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PostPosted: Mon Jul 02, 2012 10:54 pm    Post subject: Reply with quote

Timing and point level, subject to change tomorrow. Cool
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PostPosted: Mon Jul 02, 2012 9:02 pm    Post subject: Reply with quote

HenryTo wrote:
I think the U.S. stocks (i.e. the DJIA) will hit all-time highs sometime this year, especially after the Presidential election.
You realize of course that statement contains TWO powerful predictions?
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PostPosted: Mon Jul 02, 2012 11:34 am    Post subject: Reply with quote

Drove in from the Desert this a.m.--can't get a beauty cut today though, 'cause they've all been cut.
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PostPosted: Mon Jul 02, 2012 10:38 am    Post subject: Reply with quote

rffrydr, what are you doing in San Bernardino County at that time of day?

I think the U.S. stocks (i.e. the DJIA) will hit all-time highs sometime this year, especially after the Presidential election.
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PostPosted: Mon Jul 02, 2012 9:07 am    Post subject: Reply with quote

Lotta blues over the ISM today as manufacturing has led the recovery: don't think they're catching the GM truck model transition shutdown, which just may have tipped the balance. The Prices Paid should be happy -happy -happy at 33 vs mid- forties expected.

Saw a new mall being finished off out in San Bernardino County, of all places, this morning.
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PostPosted: Mon May 21, 2012 5:57 pm    Post subject: Reply with quote

Bloomie has autos as half the growth first quarter.
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PostPosted: Mon May 21, 2012 11:04 am    Post subject: Reply with quote

US manufacturing growth remains decent, per Yardeni.

http://blog.yardeni.com/2012/05/new-york-vs-philly-fed-surveys.html
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PostPosted: Mon Apr 09, 2012 10:24 am    Post subject: Reply with quote

"CAT's big bet on US":

http://www.reuters.com/article/2012/04/09/us-caterpillar-bet-idUSBRE8380AY20120409

Perhaps to cover their bigger bet on BUC and china materials last year--but still. I've made the point many-a-time that the US too is a commodity country. Indeed that's what we were for most of our colonial and post-colonial existence. Fracking is just the cherry. CAT had initiated a "re-manufacturing" business in the wake of china's steel squeeze. Now that US Steel is running losses the timing for this expansion looks well-placed. Better to be lucky....
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