Having a conversation about GM or any car company and not mentioning interest rates and the impact they may have especially given in the oversaturation of easy credit in the past 10 years, seems to me missing a huge component that drives market demand. I don't tend to watch the auto industry but am I missing something?

Whoops! Bit of a rip there on Friday on increased guidance - guess this would have been a cover.

Too many of his trade ideas are based on his political bias. Not a good way to trade/ invest.

It makes sense to focus on whats popular. I don't ever want to own a sedan again, why would I? I get more space for both myself and my possessions, better ground clearance and the ability to tow and only sacrifice a couple mpg's. Does Max really think the business model of selling cars is really going to end so quickly? Eventually autonomous vehicles will cause a decline, but this is still a long way off 10-20 years at least. Currently the closest thing to autonomy is being driven around within a geofenced area with a chaperone behind the wheel. Even with ride-sharing and the birth of autonomy there will still be people in rural areas who won't be well served by either and will opt to own a vehicle.

Data/charts to backup some of the positions noted would be of tremendous value. Framing up the financial impact of leaving the passenger car market for either GM or Ford would have been a meaningful addition to the trade idea.

Max are you short this issue?

The Volt will be discontinued in March. Just when EV’s are getting popular, GM gets out. Then again trucks and SUVs are the only thing they are good at making.

"Brand America" is indeed suffering a tarnished image globally, with Facebook and Apple being two more increasingly shunned by the world. GM isn't the only junk out there. Consumer Reports show that those BMW cars assembled in US are more unreliable than average. But US still does a good job in beef & steaks, although not as good as Argentina IMHO.