The point of the throwaway remark was that there's pent-up demand for consumer goods due to the Recession. Similarly, traders are speculating global new vehicl

The point of the throwaway remark was that there's pent-up demand for consumer goods due to the Recession. Similarly, traders are speculating global new vehicle sales to increase, as the average age of a car on the road far older than the previous trend. It's north of a decade even in the United States. The theory is that during tight times people deleverage and reduce spending, while during boom times the demand that accumulated during the tight times is released through extra consumption. Getting from the Apple comment to the article's topic, much less conclusions, takes a spectacular amount of cognitive gymnastics.