I think what we'll see before increases in production is a decrease in demand.
I can't help but believe that the crisis is driven in no small measure by those who are on the bandwagon, because the professional models are hotter than ever and that many of those will lose interest and go for other brands or start to spend their discretionary income on other forms of conspicuous consumption.
People have noted that the Chinese are a big market that might be insatiable and that does present a problem to my hypothesis, but at the same time, trends can change anywhere, even China.
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JJ
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