Author: Josh Logan
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The Cockroach Theory (Oct. 19, 2025)
In this gripping episode of Confessions of an Insider, we explore the unsettling depths of the auto industry. Inspired by JPMorgan’s CEO’s dire warning, we unveil the hidden crises linked to major bankruptcies, shadow banking, and the ominous “Cockroach Theory.” This intense investigation reveals a deeper, troubling financial reality.
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The Cockroach Theory: An Exposé on the Contagion Spreading from the Auto Market
When the CEO of JPMorgan warns of hidden financial turmoil, it’s time to take heed. The collapses of automotive players reveal a larger systemic crisis in shadow banking—a festering debt bomb that threatens the entire financial ecosystem. Jefferies’ conflict of interest and Apollo’s predatory maneuvers are just the beginning. Brace yourself.
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The Shadow Collapse: Inside the $11.6 Billion Implosion and CEO’s Exit at Parts Giant First Brands
This Audio above is a Podcast style, AI Audio Overview of the Article you will be reading, it is not a line by line narration, but rather more content for you to enjoy! In the complex ecosystem of the American auto industry, some crises unfold in plain sight on dealership lots, while others fester in…
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The Subprime Meltdown: Inside the DOJ Investigation of Tricolor’s Multi-Billion Dollar Collapse
This Audio above is a Podcast style, AI Audio Overview of the Article you will be reading, it is not a line by line narration, but rather more content for you to enjoy! The story of the subprime auto market has always been one of high risk and desperation. But today, that story has taken…
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Inside the Machine: Manheim (Oct. 12, 2025)
In this gripping episode of Confessions of an Insider, we embark on a groundbreaking mission into the wholesale auto market. Delving into the latest MUVVI data and an eye-opening interview with Cox Automotive’s Chief Economist, Jonathan Smoke, we unveil alarming trends and the hidden forces shaping used car prices in America.
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The Manheim Machine: An Exposé on the Company That Controls the Price of Every Used Car in America
Ever wonder who truly dictates used car prices? Enter Manheim—an unseen titan of the automotive industry, operating like Wall Street for vehicles. Their data-driven empire, highlighted by the influential MUVVI index, shapes everything from dealership pricing to consumer budgets. Understanding Manheim reveals the underlying financial pressures affecting every car buyer today.
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Cox Automotive’s Chief Economist Jonathan Smoke Answers TheLoganZone, Citing “Record” Repossessions Driven by Student Loans & “Negative Equity Trap”
The automotive market is in turmoil, with record repossessions driven by two key factors: loans from the inflated 2021-2022 bubble and the resumption of federal student loan payments. Jonathan Smoke, Chief Economist at Cox Automotive, clarifies that these pressures uniquely afflict vulnerable consumers, revealing a targeted crisis rather than systemic collapse.
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BREAKING ANALYSIS: Manheim Report Shows Wholesale Prices Holding Stubbornly High, Defying Retail Weakness
The latest Manheim Used Vehicle Value Index reveals a striking disconnect in the auto market, with wholesale values stubbornly stable despite retail demand weakening. While luxury vehicles and EVs show growth, compact cars and pickup trucks face alarming declines. This precarious balance creates a challenging environment for dealers, intensifying the market’s pressures.
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The Rug Pull (Oct. 5, 2025)
In the gripping second episode of “Confessions of an Insider,” we unveil “The Rug Pull” theme, exposing the unsettling truths in the auto industry. From GM executives’ alarming stock sell-off to Warren Buffett’s BYD exit and deceptive dealer pricing tactics, we reveal the shocking disconnect between illusion and reality. Tune in for profound insights!
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The Price Isn’t Real: An Exposé on Deceptive Dealer Website Tactics
Online car pricing is a masterclass in deception, where bold “Internet Prices” are merely bait, obscured by fine print and deceptive fees. Understanding these tactics turns you from prey into strategist. Before stepping into a showroom, demand transparency and reveal the real cost beneath the alluring facade. Don’t fall for the lies.
