My latest four posts:Durable Goods and GDP / Equity Market CollapseQ3 GDP: Subsidized Consumption EditionThank You Cash for ClunkersPersonal Income and Outlays Under PressureCan be summarized as we had a HUGE downturn and the recent upturn was due in large part to:Massive stimulus (think autos / housing)Inventory restocking (details of the coming "mother of all corrections" from July here)Now, lets take a look at the historical data showing the importance of each to Q3's recovery. Q3 GDP Breakd....

