DJAI following the shape of the southern US border!
Forget all the talk about 'V', 'W', 'U', and 'L' shaped recoveries. A better model (for DJAI in 2009) is the shape of the southern US border. We began 2009 just North of Nuevo Laredo. In Mid-March, we were in Matamoros. In early July, we were just south-west of New Orleans, and we're now somewhere between Gulfport and Pensacola. I have to wonder when we'll get to Key West! Sure, it's a crazy theory, but stranger things have happened, right?
Clearly, I have too much time on my hands!