Does anyone have inside data on how the Q3 inventory built is going?

D

Daal

It seems that a ton of people are betting on this. I heard that funds like pimco have tons of corporate contacts so they can check how things are going in real-time. Buffett can do that too. Does anyone here knows if this is really happening and how big it is?
 
Quote from Daal:
.....funds like pimco have tons of corporate contacts.....Buffett can do that too.
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What you're "asking" is the same way that GS, MS, JPM et al are able to "know" the durable goods report before it is released too. :cool:
 
Quote from nazzdack:

What you're "asking" is the same way that GS, MS, JPM et al are able to "know" the durable goods report before it is released too. :cool:
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Imagine if there is no build this Q, this market might go into a free fall
 
"Does anyone have inside data on how the Q3 inventory built is going?"



No. GS doesn't inform the gov't what the number is for several weeks.
 
Quote from ASusilovic:

I can only tell you what Credit Suisse is telling about Swiss companies : sluggish.

But there are some "value chain research" comapnies out there who can provide you with some information like :

For technology related issues :

http://www.isuppli.com/Pages/home.aspx

Auto industry / car dealers :

http://www.nada.org/

Engineering:

http://www.nspe.org/index.html

Chemical industry :

http://www.icis.com/home/default.aspx
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I just sent an email to all this sites, we will see what they say
 
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