GOLDMAN: PAST MONTH HAS BEEN “ONE GIANT SHORT SQUEEZE”! — SOURCE: 06-13-18 ZeroHedge – “Goldman: The Past Month Has Been One Giant Short Squeeze; Here’s What Happens Next” — A few weeks ago, we reported that far from representing improving fundamentals, blockbuster earnings or a stronger economy, the “second quarter has been just one giant […]
RETAIL: AUTO – HURRICANE REPLACEMENTS NEARLY COMPLETE – “VICIOUS CYCLE” SOON TO RESUME! — SOURCE: 10-30-17 Blinders Off’s Daniel Ruiz via RealVision.com, – ” The Wait Is Over” — Before I get started, I’d like to share a few important things that will help bring perspective to my analysis. Eighty-six percent of consumers purchasing a new vehicle use financing. The […]
AVIS PLUNGES ON HUGE MISS – MARGIN COLLAPSE – GUIDANCE CUT – “OVER-FLEETING” — SOURCE: 07-13-17 ZeroHedge – “The Uber Effect: Avis Plunges On Huge Miss, Margin Collapse, Guidance Cut, “Over-Fleeting” — While the growing woes facing the auto sector are well-known by now (see “Carmageddon: Ford & GM Sales Tank Despite Record July Incentive […]
