Mexico: the new China?

rffrydr · Posted: Tue Apr 14, 2009 11:35 am Post subject: Mexico: the new China?

The cost equation began to turn with $100 oil and chinese bottlenecks. The shift is deeper however and driven to a large extent by what china is not. Combine this with with the "restructuring" after their debt crisis of '94 (which can teach us a few puntas about restructuring the american dream) and the great trading move by PEMEX to hedge it's '09 production at $100 plus.

http://www.businessweek.com/magazine/content/09_16/b4127034232864.htm?chan=magazine+channel_top+stories
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rffrydr · Posted: Fri Apr 24, 2009 10:55 am Post subject:

...But, then, there's the autos:

http://www.elpasotimes.com/ci_12213047?source=most_emailed
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Today is the Tomorrow you worried about Yesterday!