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Maybe Car Companies Don't Mind Shortages

Barron's Streetwise

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Cars Are More Profitable Than Cars

Lagrangian: Low auto inventories are only partly about the bottlenecks we've been talking about. He says light truck inventories in September at 36 days worth of sales were much higher than car inventories at 21 days. Lagrangian: Maybe everyone out there is using that Lamborghini equation.

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