[lbo-talk] GS: stronger growth

Doug Henwood dhenwood at panix.com
Sat Jun 21 10:55:31 PDT 2003


Dwayne Monroe wrote:


>I'd be curious to read GS's analysis of the "termites"
>long term significance. Trade deficit, overproduction
>'crisis', etc, etc.

The usual - current account, balance sheet, overcapacity. Most Wall Street people ignore that stuff.

Doug



More information about the lbo-talk mailing list