2023-09-19 17:37 — Commander replies to Awakening: Please don’t discuss specific [stock picks] here…
2023-09-19 18:04 — Awakening:
2023-09-19 18:16 — Commander
2023-09-19 16:43 — Commander: The cycle may arrive ahead of schedule!
All available information is now signaling one thing: pervasive pessimism about weakening demand. The most telling example is Germany’s PMI — Europe’s manufacturing powerhouse — approaching 30. This so-called Purchasing Managers’ Index reflects the forward-looking judgments of supply chain participants at every level. Based on industry experience and their own operating conditions, they form expectations about future production — and then adjust inventory up or down accordingly. This figure is forecast to…
5 people liked this