2min chapter

Animal Spirits Podcast cover image

Long-Term Bullish (EP.277)

Animal Spirits Podcast

CHAPTER

DocuSign's Down 96%

Morgan Stanley sent this to us from Morgan Stanley. They just put it on autos and shared mobility to our clients who refuse to pay above sticker for a new car Your patience is about to pay off a stall in the US Seasonally what's sa are I don't know but I appreciate the fact that you tried to say it is that seasonally It's something adjusted rate auto. That's definitely not right. Oh seasonally adjusted annual rate. Okay. Yeah close a stalling sa are at a 17 month high in new day supply may finally bring deflation To new prices make room in your garage for a cheaper new car But will you make room inyour portfolio for car stocks? So if you

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