30 Tweets by Danielle DiMartino Booth on Auto Loan Chargeoffs

By Larry Chiang

Crash coming

Lucky Lopez

⁦‪@AutomotiveLife1‬⁩

Every week more articles come out showing the Auto Market is only getting worse, while Cox Automotive tells everyone “the car market is strong and only going up”. ⁦‪@GuyDealership‬⁩ ⁦‪@menlobear‬⁩ ⁦‪@DiMartinoBooth‬⁩⁦‪@CoxAutomotive‬⁩ ⁦‪@WSJ‬⁩ wsj.com/articles/more-…pic.twitter.com/0cfT4ttOcw

2/18/23, 7:13 AM

WordPress’d

Fillet O Fishie

⁦‪@FilletOFishiee‬⁩

⁦‪@DiMartinoBooth‬⁩ I’m part of a dealer group up here in Canada with about 25 stores. Right now the group is about $10M upside down on their pre-owned inventory.

2/18/23, 8:57 AM

WordPress’d

Danielle DiMartino Booth

⁦‪@DiMartinoBooth‬⁩

Curious why ⁦‪@tokyoballa‬⁩ questions integrity of straightforward anecdata.

Without question there are pockets of strength. But auto delinquencies are near record highs just as layoff cycle is picking up, all the way to highest FICO subprimers & moving up income ladder per lenders.

2/19/23, 7:24 AM

WordPress’d from my personal iPhone, 650-283-8008, number that Steve Jobs texted me on

https://www.YouTube.com/watch?v=ejeIz4EhoJ0

30 Tweets by Danielle DiMartino Booth on Auto Loan Chargeoffs

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