It appears that the stimulus plan is setting up to provide Japanese manufacturing a ramp up as they refill inventories. Electricity use is climbing as well, even though last week a report showed that exports were DOWN 50%, year over year. Now, one of the side effects of the government stimulus and continual media rhetoric is [...] Related posts: China Quandry - Can you explain this? Links and Reading for April 30th Links and Reading for December 2nd