Thursday, December 11, 2025

Anticipation -- December 11, 2025

Locator: 49685INVESTING. 

What no one is talking about: the greatest generation -- growing much small by the day -- the baby boomers -- retiring in greater numbers every day -- are finally taking their RMDs for 2025. Many have waited until "the last minute" and now they must take their RMDs. A lot of folks are using their RMDs to re-balance their portfolios. 

Autos.

Who would have predicted this two years ago?

They will try to spin it the best they can, but the short answer is this: both Farley and Barra blew it when it came to EVs.