Every once in a while I think it is important to give you a quick summary reminding you of how I view the world. 

So here are my general thoughts summarized:

I think automakers have created demand unnaturally (by discounting and generating unsustainable losses.)  At some point (and that some point may very well be happening now,) I have said this artificial demand creation will come to a head. 

And when it comes to head, I think it will put serious pressure on an overdealered franchise system causing marginal players to exit.  And setting the stage for serious market share rationalization/consolidation among more efficient players. ...

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