Margin Call: The 3 Big Issues Threatening Auto Finance Profitability in the Second Half of 2026
Back in February, the conference floor in Las Vegas felt like a room that knew something but wasn’t...
How China’s Overcapacity in Automotive Production Is Flooding Global Markets and Compressing Margins Everywhere
When you first enter one of those cheap car dealerships outside of Chengdu, it’s difficult to comprehend how...
The Auto Dealership Finance Crisis That’s Building Quietly in Rural America While Urban Markets Recover
The discussion of car affordability in America over the last two years has primarily taken place from a...
Why Honda Stock Looks Strangely Cheap in a Year Nothing Has Gone Right for It
The recent behavior of Honda’s stock has been almost theatrical. The shares closed at 1,251 yen on the...
Why Toyota Stock Is Suddenly the Most Watched Ticker in Tokyo
When you pass a Toyota dealership in Nagoya on a weekday afternoon, it appears exactly the same. Grey-jacketed...
The Dealership Group Roll-Up: Valuing Publicly Traded Auto Retailers in a High-Rate Environment
On a Saturday morning, you can still see the showroom lights on, the inflatable gorilla perched on the...
How Aircraft Engine Leasing Has Become One of the Most Reliable Income-Generating Asset Classes in Alternative Finance
The math just works in a quiet area of aviation finance. The majority of the work in the...
Carvana Stock Just Split Five Ways — But Wall Street Is Asking a Bigger Question
A stock splitting five ways following Carvana’s year has an almost theatrical quality. With traders still getting used...
Ford Stock Just Surprised Everyone — And the Skeptics Aren’t Backing Down
Ford has a tendency to be obstinate. On a Friday afternoon in early May, the stock is at...
Lucid Stock Price Sinks Near All-Time Low — Is the Bottom Finally In?
The Lucid showroom in Newark is located in an area of California that doesn’t seem all that futuristic....