Gordon T Long Global Macro Research | Macro-Technical Analysis SII AUTO SECTOR HERTZ SKIDDING ON THE EDGE OF BANKRUPTCY WITH AIRPORTS DESERTED I was interviewed this week by Kerry Lutz of the Financial Survival Network. The interview was requested by FSN because many of the MATASII warnings made during prior interviews have been confirmed by […]
HERTZ HURTING UNDER THE HOOD WHILE AVIS STILL HOLDING ON — SOURCE: 03-20-18 Forbes Magazine – David Trainer , Contributor – “Hertz Seems To Be Hurting Under The Hood” — In this Tuesday, Nov. 28, 2017 photo signs hang in a Hertz car rental parking lot, in Boston. (AP Photo/Steven Senne) Investors will ignore a lot of red flags […]
SII – AUTO: THE FINAL NAIL IN HERTZ’S COFFIN – A FLAWED FLEET DEPRECIATION MIX –SOURCE: 08-14-17 Authored by Daniel Ruiz via Blinders Off blog – “Hertz – The Final Nail In The Coffin” — As a disciplinarian in the automotive sector, my focal point is concentrated on the study of used vehicle values and how they […]
HERTZ MAY NOT SURVIVE THE NEXT BUMP IN THE AUTO CYCLE!
AVIS & HERTZ “RISK” CARS ON A COLLISION COURSE DEBT HOLDERS CAUGHT: Debt issued by Hertz Global Holdings Inc. and Avis Budget Group Inc., which had traded at or above par in recent years, tumbled to new lows earlier this month amid signs that used-vehicle prices are dropping twice as much as expected. RETURNS: That’s […]
IN-DEPTH: TRANSCRIPTION – LONGWave – NOVEMBER – Its the GAMMA MEME STRATEGY Stupid SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS A GUTTED WORKING MIDDLE CLASS HAS COVID-19 SPRUNG THE GLOBALIZATION TRAP? In this month’s UnderTheLens video we discussed a number of generally accepted definitions of a “Liquidity Trap”. In its simplest form a Liquidity Trap occurs: When consumers and corporations slow their […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII LENDERS EERIE SIMILARITIES IN AUTO LENDERS TO 2008 MORTGAGE DEBACLE Maybe an even bigger concern than the damage currently occurring within the Auto Sector (which we raised in our previous newsletter) may actually be the Lenders to the Auto industry and the massive levels of […]
5 OF THE TOP 10 WATCH LIST PRICE LOSERS ARE AUTOS FOR FRIDAY 03-22-19 — 5 of the 10 were already MATASII Watch List SHORTS adding to their gains — — Auto stocks dominated the price losers for Friday 03-22-19 – on a day the S&P 500 fell 54 points to 2800.71 or -1.9% — […]
GOLDMAN’S DOUBLE UPGRADE FOR AVIS MAY PROVE AN ENTRY OPPORTUNITY? A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – AUTO — FLEET RENTALS MATASII SYNTHESIS: Investors are reacting as they size up Goldman Sachs’ two-notch upgrade on the car rental stock. GS analyst David Tamberrino “We believe valuation looks attractive for mean […]
