Here's a great deep dive into the current car business if you're interested, done by a car dealer/repo guy.    https://app.hedgeye.com/feed_items/120295-webcast-deep-dive-with-danielle-dimartino-booth-lucky-lopez?single_item=true 

 

Interesting that Cox Automotive owns autotrader, dealer.com, dealertrack, Kelley blue book, Manheim, xtime, vAuto, etc.  That video brings out all kinds of dirty tricks used past year to inflate prices - a lot of sordid financing.  Look at CVNA and CAR for example.

 

My '21 F350 was stolen 2 weeks ago in San Antonio, ordered a new '22 last week.  No new inventory available, and I find out next week the production schedule, but expecting at least 3 months to get the new one.