Wrong Position, Wrong Time By Jim Cramer About this article: 2010 isn't 2009. Could I be clearer than that? Is it possible? This is the kind of thing that happens, this macro chain reaction, when someone or multiple people are positioned wrongly. We never learn that. Just retrospectively. But if you think about it, the news we have been getting on productivity and labor force certainly indicate we are about as stretched as we can get without hiring people. Do not forget what we saw from the consumer. Inventories are lean. Do not forget what we heard from Avnet . Inventories are lean. Do not forget what we heard from Ford . Inventories are lean. Do not forget what we heard from International Paper last night. Inventories are lean. Do not forget what we heard about gasoline inventories. They are leaner than we have seen for some time. These matter. The freak-out continues. Thought I would put some... To read the rest of this article and sign up for a FREE trial click here...

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