Absolutely, I guess I didn't make my point very well and that's this: if the PPI and CPI spook the Fed and their tone ebbs hawkish, or even worse, a surprise .25 bump, this will have a significant effect on market psychology as it pertains to companies sporting a high debt load.
I mean I agree with you from a trading standpoint, ride the wave, but the market looks forward, and the writing on the wall is getting clearer and clearer. The Fed is going to have to tighten up soon.
But maybe not, like I said, I'm far from being an economist. There's folks here about a 1000 levels above me that's for sure. So who knows. I still like Ford as a short though. But EV's are all the buzz and F's CEO made it clear they aren't playing second fiddle to anyone so... I could be wrong. It's just all that debt. Don't get me wrong, I think they're a good company, my favorite of the big three, especially product-wise for quality, but they are a cyclical with substantial legacy costs.
On a lighter note, I laughed out loud at your comment about Subaru. Quite astute, I've shared that sentiment for quite awhile now. They do a good job in the marketing department that's for sure. They have their niche, and you can see it everyday when you look at who's driving what. I've always enjoyed that, correlating personalities to vehicle brands. And colors.
Subaru is the "woke" brand. I bet they kick-ass in parts of Colorado, CA, and the Northwest.
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