Contrarian Thought -- January 20, 2024

Locator: 46603FORD.

I think it's just possible that Ford might have some incredible earnings this year, perhaps as early as 2Q24. The number of new Broncos and Rangers being seen in the DFW area seems to be striking. 

We still see a lot of Teslas in this area, but the number does not seem to be increasing.

Link here.

But the most noticeable vehicle in the DFW area, without question, is the Jeep. I've never seen so many new Jeeps on the roads in north Texas as I seem to be seeing now.

Vs DAL:

See this post from 2020.