I was looking at that chart and just remembered that in 2008 we had same thing going. When politicians are telling you that it's the "best year", you as seller will go to retailer and assume, you will sell doubble/tripple in future, so you make 2x bigger order for stuff you are selling. But when those stuff arrive, you see that rise was fake and economy is in depression, and you don't sell one tenth of what you ordered.