Time to stock up again? Wholesale inventories fell in September for the first time since December 2009, the Commerce Department said yesterday. The 0.1% drop was accompanied by a slight rise in sales. The announcement could signal an increase in production in the coming months, according to observers. Economists offered several theories to explain the drawdown in inventories. Since the downturn, companies have kept tighter inventory levels so they can respond more flexibly to shifts in...