Welcome to the latest episode of Confessions of an Insider.
This week, the earnings reports from Detroit and the latest inflation data painted a stark picture. Wall Street cheered, but the numbers revealed a much different story – one driven by tariffs, a strategic smokescreen, and undeniable proof that the consumer is reaching a breaking point.
We connected the dots to show how the “Great Squeeze” and the “Domino Effect” are playing out in real-time.
Here is what we covered:
GM Q3 EARNINGS: THE SMOKESCREEN
▪︎ We broke down how GM used a $1.6B EV charge to hide a much larger $3.5B hit from tariffs, leading to a baffling stock rally.
FORD Q3 EARNINGS: THE HONEST WARNING
▪︎ Ford admitted the tariff pain, cutting guidance, and crucially, revealed they are bracing for loan defaults by setting aside nearly half a billion dollars – the smoking gun confirming consumer stress.
SEPTEMBER CPI: THE SHIFTING SQUEEZE
▪︎ While insurance costs finally cooled slightly month-over-month, the cost of auto maintenance and repairs surged again, proving the financial pressure on owners continues.
THE EXPOSÉ: DETROIT’S REALITY CHECK
▪︎ We tied GM’s smokescreen, Ford’s warning, and the CPI data together to prove the “Great Squeeze” and “Domino Effect” are no longer theories, but documented realities impacting the industry’s biggest players.
That’s Our Show!
For the full, in-depth analysis connecting these critical events, listen to the full podcast episode embedded on this page.
Stay Sharp, Stay Informed and Stay Tuned,
I’ll see you next week!
TheLoganZone 
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