Bloomberg: Credit Tsunami Swamps Trade

A very interesting story on Bloomberg which leads to the question I posed yesterday in the coal piece - how much of the “global slowdown” is true supply/demand characteristics and how much is outside financial influences - in this case the inability to access credit. We’ll never know in aggregate but a lot of interesting anecdotal evidence is emerging that the credit situation is a major issue. Then once you have all that answered the next question is when does credit get back to a “new normal” and what will new normal look like. When you have those answers, please email me ;)…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  31 October, 2008| Fundamental Analysis | @ 5:00

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