Ted Craig

Moats for Me

February 21, 2019
I’m having a hard time sympathizing with calls from the NADA and the AIADA to oppose the proposed tariffs on imported vehicles. After all, franchise dealers benefit from a kind…
A recent telecom case illustrates how lawsuits happen. The case involves bonds issues by a firm called Windstream that seems to have broken its bond covenant. None of the bondholders…

Roll Up Risk

February 18, 2019
Internet theories abound these days, with people offering off-the-wall ideas on pop culture. I have developed a few over the years. One is about Ferris Bueller, which I won’t bore…
The question was asked on Quora the other day "Why is Toyota more reliable?" The best answer, in my opinion, was provided by a fellow named Scott Connery, who said…

Relax

February 13, 2019
It’s been awhile since the Chicken Littles started squawking about how subprime auto finance defaults were going to doom us all. But they are at it again. Jalopnik offers an…

Whoda Thunkit

February 12, 2019
Yesterday, the Wall Street Journal again discovered what everyone in this business already knows. This time it happened twice on the same page.At the top of page B1, an article…
Divorce is messy and expensive. That’s as true for companies as for couples. So the idea of breaking up the big banks was always a bad one. The better solution…
The iconic retailer recently produced a series of podcasts detailing many of they ways it operates it chain of stores, including marketing and inventory selection. It's interesting listening even if…

Paying For It

February 06, 2019
A carbon tax is back in the news. A group of economists are pushing the idea and we're going to need some way to pay for the Green New Deal.…
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