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Seizing the pot of gold on the rainbow behind the tornado

Got your attention, huh - before you dismiss the pursuit of the myth, at least admit that we are in a tornado or a perfect storm or your favorite metaphor for the mess the U.S. economy is in, in general, and manufacturing in particular. Hi tech OEMs are suffering with cut backs in Enterprise and Consumer spending hurting the whole value chain, Discrete mfrs are caught between high local manufacturing costs in the face of slumping demand vs high cost (of hedging) fuel costs if they choose to manufacture elsewhere, auto manufacturers ..well .. There's plenty to talk about gloom and doom, but the U.S. Manufacturing sector will recover sooner than we brave to predict - a combination of federal spending, fiscal policies, lower material costs, potentially lower labor costs all work in its favor.
So, if you are still with me past this second step of seeing beyond the tornado, I am bit closer to have you take a peek at the rainbow of opportunity - by all anecdotal accounts, there's a massive flushing of inventory in the supply chain in progress - withering demand has led to production shutdowns, and the cash flow issues for the entire mfg supply chain is flushing out inventory. So, rest assured that in several sub-industry categories, just as the rainbow appears, the entire supply chain is going to look like a candy store left open on Halloween eve. In some industry segments, it is imperative today to plan for seizing the opportunity - I want to hear from you what the top 3 industry sub-segments are in U.S. Manufacturing where planning now will yield compounded returns once the sector pcks up -If I were a betting man, I'd look to making the beaten down consumer more productive but enough with my Kool-aid .....I'll submit a shortlist in my next post.

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