The Final Word by Jim Thompson - Global Paper Money

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The Final Word by Jim Thompson

Are you watching the price of cotton? It is at an all time high. In the past when this has happened, it has seriously affected cotton linters, and hence cotton content fine paper. And, it tends to affect paper before it affects clothing, for the linters move through the supply chain faster than does the raw cotton inventory. Expect an impact in this paper sector within a few months if not sooner.

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