#Channel Stuffing

It was expected to be a bad quarter for General Motors. It ended up being abysmal. GM reported that July auto sales crashed by a whopping 15%, nearly double Wall Street's already depressed expectations of a 8% drop, and with GM mothballing production across the country to catch up with lagging

For those among our reader base holding out hope that recent weakness in new car volumes was nothing more than a temporary blip in an otherwise healthy auto market, you may want to promptly ignore the awful earnings reported by Goodyear Tire and Rubber this morning, a key supplier to the auto OEMs

General Motors launched it's much-hyped, all electric Chevy Bolt at the end of 2016.  The Bolt was expected to make a splash as it was the first electric car in the U.S. market to offer 200 miles of driving range at an affordable price starting around $35,000.  The only problem is that pretty much

Authored by Bryce Coward via Knowledge Leaders Capital blog, Highlighting the deteriorating trend in Chinese corporate financials has been an annual feature our of this blog. This year, instead of looking at just the CSI 300 constituents, we chose to broaden our universe by using the FTSE All A

Yesterday we noted that auto investors celebrated the fact that, while auto sales were down massively year-over-year (to the tune of nearly 6% for the Detroit 3), June figures were 'less bad' than expected, so 'good'.  All of which sparked even more 'irrational exuberance' among OEM equity owners