More on Ideas from Anywhere

Now this is interesting. The link shows graphs of asphalt inventories, prices, demand, imports, and production. The reason I am not just ignoring this with prices are going to fall because the economy is going to stink is because of the very real possibility of increased government spending in the infrastructure arena, specifically roads, bridges, etc. This creates a demand curve that may not track the economy.

http://media.corporate-ir.net/media_files/irol/12/123440/Asphalt_Fundamental_Charts_10_31_08.pdf