In recap:
- Orders up materially while shipments are down. (Bawhahahaha we know where will end up right?)
- Prices paid skyrocketing while prices received are going up - but much slower. More margin collapse evidence.
- Number of employees dropped big.
Headline sounds great, but the internals on the table? Not so much.
And guess what – CNBS actually reported it with Rick Santelli as I was writing this!
Hmmm….. what’s this (even if small) change I detect? 
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