John Rosevear
@jrosevear.bsky.social
Thoughts and words on the future of autos (and lately, the state of things). Alum of CNBC, Fidelity, Cornell. Opinions mine, but they can be yours too.
E pluribus unum 🇺🇸. He/him.
E pluribus unum 🇺🇸. He/him.
Pinned
John Rosevear
@jrosevear.bsky.social
· Dec 22
Your periodic reminder that while Bsky is closer to reality than X-the-everything-appTM, it still isn't reality.
Remember to go talk to actual people every now and then, OK?
Remember to go talk to actual people every now and then, OK?
120-month loans, here we come.
February 10, 2026 at 9:53 PM
120-month loans, here we come.
Kinda bummed I didn't think of this TBH
February 10, 2026 at 9:52 PM
Kinda bummed I didn't think of this TBH
Probably no more than they (and everyone else) have so far.
February 10, 2026 at 9:46 PM
Probably no more than they (and everyone else) have so far.
They're thinking it won't be fully sorted until mid-2026. That means they'll have to import aluminum, which = tariffs, but they think it'll be a wash.
February 10, 2026 at 9:36 PM
They're thinking it won't be fully sorted until mid-2026. That means they'll have to import aluminum, which = tariffs, but they think it'll be a wash.
The tariff bill is mostly about timing of some expected credits. NBD.
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Ford expects profit to jump in 2026 after being saddled with a surprise tariff bill at the end of last year
Ford Sees Profit Rebounding After Surprise Year-End Tariff Bill
Ford Motor Co. expects profit to jump in 2026 after being saddled with a surprise tariff bill at the end of last year.
bloom.bg
February 10, 2026 at 9:32 PM
The tariff bill is mostly about timing of some expected credits. NBD.
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Reposted by John Rosevear
Looks like it's riffing on Rowes Wharf.
February 10, 2026 at 6:07 PM
Looks like it's riffing on Rowes Wharf.
People used to understand what "cyclical stock" meant.
February 10, 2026 at 3:42 PM
People used to understand what "cyclical stock" meant.
If I still worked there I'd get yelled at for liking this skeet.
February 10, 2026 at 3:37 PM
If I still worked there I'd get yelled at for liking this skeet.
You're doing nothing to refute my assertion that you're a childish idiot.
February 10, 2026 at 1:59 PM
You're doing nothing to refute my assertion that you're a childish idiot.
Someone who claims to be a "Marxist" calling literally anyone else a child is hilarious.
February 10, 2026 at 1:46 PM
Someone who claims to be a "Marxist" calling literally anyone else a child is hilarious.
"More espresso less depresso" now backed by ACTUAL SCIENCE
February 10, 2026 at 1:44 PM
"More espresso less depresso" now backed by ACTUAL SCIENCE
If your news world is the right wing sphere, you miss a lot.
February 10, 2026 at 1:28 PM
If your news world is the right wing sphere, you miss a lot.
Also they don't have to fund a massive standing military, which is what the US does instead of this kind of stuff.
February 10, 2026 at 1:26 PM
Also they don't have to fund a massive standing military, which is what the US does instead of this kind of stuff.
Maybe it's a Challenger convertible, but Italian.
February 10, 2026 at 1:24 PM
Maybe it's a Challenger convertible, but Italian.
The vote-hacking claims were also based on some weird ramblings from Trump before the election. (I still think they're absurd, but I wouldn't object to someone serious taking a look once All This Has Passed.)
February 10, 2026 at 1:18 PM
The vote-hacking claims were also based on some weird ramblings from Trump before the election. (I still think they're absurd, but I wouldn't object to someone serious taking a look once All This Has Passed.)
I never loved them in 70s-80s Ferraris but they are exactly right in BMWs.
February 10, 2026 at 1:16 PM
I never loved them in 70s-80s Ferraris but they are exactly right in BMWs.
"This time with a Hemi" might actually make it interesting!
February 10, 2026 at 1:12 PM
"This time with a Hemi" might actually make it interesting!
Yes. And if nothing else it's always a hassle for the enemy to have to replace the storage facilities and refill them.
February 10, 2026 at 1:09 PM
Yes. And if nothing else it's always a hassle for the enemy to have to replace the storage facilities and refill them.
Going waaaay waaay back, like 20+ years back... on the old Allpar forums it was an accepted truth that any automaker that acquired Jeep would eventually be acquired themselves.
It has certainly held up so far.
It has certainly held up so far.
February 10, 2026 at 1:07 PM
Going waaaay waaay back, like 20+ years back... on the old Allpar forums it was an accepted truth that any automaker that acquired Jeep would eventually be acquired themselves.
It has certainly held up so far.
It has certainly held up so far.
This is a solid thesis. I've always thought that if nothing else, having the bomb-equipped aircraft attack the fuel tanks made for satisfying kabooms, which aren't without value.
But it's possible the attack made a signficant dent in Italian supplies -- certainly worth further digging.
But it's possible the attack made a signficant dent in Italian supplies -- certainly worth further digging.
February 10, 2026 at 1:05 PM
This is a solid thesis. I've always thought that if nothing else, having the bomb-equipped aircraft attack the fuel tanks made for satisfying kabooms, which aren't without value.
But it's possible the attack made a signficant dent in Italian supplies -- certainly worth further digging.
But it's possible the attack made a signficant dent in Italian supplies -- certainly worth further digging.
I feel better supporting the Boston Globe. Their RI team is pretty solid, especially in comparison.
February 10, 2026 at 1:01 PM
I feel better supporting the Boston Globe. Their RI team is pretty solid, especially in comparison.
It was with sadness that I cancelled my subscription last year.
Growing up, my best friend's dad was exec editor of the Journal. It was a proper paper back then.
Growing up, my best friend's dad was exec editor of the Journal. It was a proper paper back then.
February 10, 2026 at 12:58 PM
It was with sadness that I cancelled my subscription last year.
Growing up, my best friend's dad was exec editor of the Journal. It was a proper paper back then.
Growing up, my best friend's dad was exec editor of the Journal. It was a proper paper back then.
Also Elon Musk, who hasn't yet been convicted.
February 10, 2026 at 12:54 PM
Also Elon Musk, who hasn't yet been convicted.
I think that would be essential.
February 10, 2026 at 12:50 PM
I think that would be essential.