Perspectives
A Quarter Century of Disruption: The 25 Defining Stories in Auto Retail
INTRODUCTION In a few months, we will conclude the twenty-fifth year of the twenty-first century. The approach of that milestone sent me down the path of coming up with a list of the top 25 news stories of the “new” century – automotive-focused, of...
Public Group Shares Hit All-time Highs
The final question on a panel at the American Financial Services Association Vehicle Financing conference in New Orleans on January 21 was directed to Bank of America senior North American Automotive Equity Research Analyst John Murphy. "Any stock...
The Pending (Potential) Impact from Tariffs on Automotive Sales and Brands
(From The Banks Report) March 28, 2025 -- After months of speculation and delays, President Trump's automotive tariffs of 25% on all imported vehicles are set to begin at 12:01 a.m. on Thursday, April 3. President Trump cited national security...
AUTOVATE Weekly Reading List: Marry Me – Or Else!
I spend much of my time reading about automotive strategy, M&A, technology, and business. And I'll often read sources that are off the beaten track. This will be a weekly series of insightful articles I've read throughout the week. Articles...
Public Dealer Stocks Hit All-time Highs
February 5, 2025 -- The final question on a panel at the American Financial Services Association Vehicle Financing conference in New Orleans on January 21 was directed to Bank of America senior North American Automotive Equity Research Analyst John...
Appeals Court Vacates Pending FTC CARS Rule
If you've ever questioned the value or effectiveness of the National Automobile Dealers Association (NADA), look no further than the decision handed down this evening by the United States Court of Appeals for the Fifth Circuit, vacating the dreaded...
