Rob MacArthur

Channel checks indicate new car sales could be down 10% in the first quarter with $GM at the top of the list. The demand is there but the credit is not. Most consumers are waiting for interest rates to drop. But what if they don’t? Interest rates are irrelevant in truth.

Carlos Tavares at $GM at $STLA? Can’t wait to short GM. @UnicusResearch

@SpencerHakimian What dumbass would believe him? The fact that he is equally delusional is frightening

🚨BREAKING: JD VANCE SAYS IRAN WAS ABOUT TO USE NUCLEAR SUICIDE VESTS IN SUPERMARKETS

@OilersJack Mcdavid’s ego is no help

BOTH McDavid and Draisaitl have now publicly called out Knoblauch’s coaching in post game comments. “It’s starts at the top. It starts with coaching” - Draisaitl “They (lightning) got a great system. They’re perfectly coached. They all know what they’re doing all over the ice….That’s a coaching question you can ask Knobber that question” -McDavid Not sure Stan Bowman or Jeff Jackson can ignore this problem any longer.

@WeTheBrandon Yeah

He knows how bad 2028 is going to be for the GOP...

@EdmontonOilers Come on team that was uglier game vs Florida

Setting the stage 🎬 #LetsGoOilers

@Turbinetraveler Munitions pod

Anyone know what's under the wings of this B-52?

Tough day for $FICO. They have been raising prices. They announced $1 billion repurchase of stock. No help.

Home Sellers now outnumber Buyers by more than 600,000, the largest gap ever recorded 🤯👀

@ItsTheEnforcer What if Trump pulls sanctions on Russia. How long would it take to get electronics to build more weapons? And repair oil facilities enough? Trump sucks

Let us clarify where we stand on the U.S-Iran war so we can lay this to rest… We supported US action on Iran to subdue the nuclear threat, ballistic missile advancements, and regional threats to stability. However, we expected the US to have a clear plan before launching such an operation — and right now it doesn’t seem there is one. U.S. officials can’t define what “victory” looks like, how to keep the Hormuz Strait open, or much of anything. We believe Americans are willing to accept short-term losses under the premise that there is light at the end of the tunnel. For many Americans, they don’t see the light right now. U.S. officials need to provide clear answers and develop a coherent plan so that this situation doesn’t become a disaster for the entire world… That’s our position — full stop.

hours a week or $20/hr, but by your calculation it's costing $160 for the costs. That's 640 or at 40 hours per week or $16 per hour. So I can't see how you are making any money Do you put $4k on your credit card(s) and not count it against your income. You are probably losing $$

$DASH What if your transmission fails and it costs $4,000 to fix it. At least spread that over 12 months or $333 per month. If gas costs 100 + 200 insurance + 333 maintenance accrual, you are in the $600 per month of beat down on your car. You are saying you make $800 at 40

$DASH I was in a discussion with a DASH employee who said gas, insurance and maintenance costs them to make about 20% less or $16/hour. I argued the maintenance would kill that math if done properly. Can you show your math? Gas $100/week? Insurance 200/month? Maint?

@Bricktop_NAFO Wishful thinking doesn’t count only your vote—maybe

My prediction. Pete Hegseth from the United States Department of Dork is losing his job soon.

@KobeissiLetter How long is the delay between when someone loses your job and run out of money? The economy has not even started to slow yet

Recent Layoff Announcements: 1. US Government: 300,000 employees 2. UPS: 78,000 employees 3. Amazon: 30,000 employees 4. Intel: 25,000 employees 5. Nissan: 20,000 employees 6. Nestle: 16,000 employees 7. Microsoft: 15,000 employees 8. Bosch: 13,000 employees 9. Verizon: 13,000 employees 10. Dell: 12,000 employees 11. Accenture: 11,000 employees 12. Ford: 11,000 employees 13. Novo Nordisk: 9,000 employees 14. Microsoft: 7,000 employees 15. PwC: 5,600 employees 16. Dow Chemical: 4,000 employees 17. Block: 4,000 employees 18. Salesforce: 4,000 employees 19. Lufthansa: 4,000 employees 20. Tyson: 3,200 employees 21. IBM: 2,700 employees 22. American Airlines: 2,700 employees 23. Paramount: 2,000 employees 24. Target: 1,800 employees 25. ConocoPhillips: 1,700 employees 26. General Motors: 1,700 employees 27. Applied Materials: 1,444 employees 28. Mastercard: 1,400 employees 29. Kroger: 1,000 employees 30. Meta: 1,000 employees The big question: What % of these jobs cuts are due to AI?

@ItsTheEnforcer Thanks. Hegseth is a f**cking used car salesman

It’s a sad day in America when the U.S. Government retaliates against a private company for trying to prevent mass surveillance and rogue AI drone swarms… Now they are going to try to bankrupt the company for exercising their right to refuse to participate in such things…

The dealerships just don't get it. How many people can really afford a new car? $ABG $LAD $AN $SAH $GPI all reported down yoy new car growth (except ABG from an acq.) 2026 will stay that way. @UnicusResearch

Going nowhere fast.

First people stop paying their credit cards. Then their car loans. Then their houses. U.S. car loan applications are being rejected at the highest rate in more than a decade. Credit always cracks before housing.

$CVNA tough day at the office. They must be taking share from other used car dealerships. CVNA sold almost 600k cars in 2025, undercutting franchise dealerships that can’t sell new cars either. @UnicusResearch