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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: ild who wrote (22593)2/1/2005 2:40:53 PM
From: TH  Read Replies (3) of 116555
 
ild,

Yep, just a matter of time before this rate increase facade is exposed as a reloading exercise only.

I did notice that F has eliminated many of the incentives. The list was long last month because they were trying to blow-out 04 models, but now even the incentives for 05 are offered for fewer models and not so generous.

Yawn is right. Recalls, declining sales, poor profits, loss of share, none of that matters to F's valuation.

GT
TH
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