Welcome to the latest episode of Confessions of an Insider.
This week, we pull all the threads together on our core theme: “Flying Blind.” We show how the market is being willfully distracted by surface-level data, causing it to completely miss the profound, systemic rot happening just underneath the foundation of the auto finance industry.
We analyze the “distraction”—this week’s ACEA European auto report—and pivot to the real story they are blind to: the NDFI “Shadow Contagion.”
Here is what we’re covering in this week’s deep dive:
BREAKING ANALYSIS: EUROPE’S STAGNANT SALES (+0.9%) MASK MARKET CHAOS AS TESLA PLUMMETS
▪︎ We analyze the “distraction”—this week’s ACEA report—and how the market is “flying blind” to the real, chaotic story (Tesla’s -39% YTD collapse, China’s +248% surge) hidden inside a tepid +0.9% YTD headline.
FLYING BLIND – THE NDFI “SHADOW CONTAGION” & THE BIG BANKS’ HIDDEN EXPOSURE
▪︎ Our main exposé reveals how this $2.2 Trillion shadow banking system (NDFIs) is not only failing but how it has secretly exposed the “too big to fail” banks (Chase, Barclays, Fifth Third Bank) as having exposure.
THE DOMINO EFFECT: PRIMALEND COLLAPSE SHOWS EVEN “HONEST” AUTO LENDERS ARE BREAKING
▪︎ We use our previous investigation into the PrimaLend collapse as the “smoking gun”—the definitive proof that this is not a theory, but a crisis that is already in motion.
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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