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4min chapter
The Texas Hedge
The Compound and Friends
Backlog and Book to Bill for Semis and Industrials
Back log and book to bill is the orders that i have versus what i just shipped out. The last three quarters, we're trending toward production equal in consumption. I think generlly you tak bout lik t i or ei, d i or t, the broader companies. You can do some of the same thing too, on back log for industrial space,. If you start picking up demand for loans, it's a double edged sword.
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