Friday, December 17, 2010

Real Data from Zero Hedge

The actual transaction times of the import queue, shipping velocity.  This is getting right to the heart of the matter, good work.

What is Zero Hedge looking for?  Early indications of increased  inventory cycles.  If you can preview inventory cycles before they show up in money velocity, then you beat the market.  What does this say about the efficient market hypothesis?  If EMH is measured with money, then it ain't efficient.

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