I start with a look at the collapse in auto sales prompted by statements from Lookers (LOOK) and Auto Trader (AUTO) but also a cracking piece on Zero Hedge HERE. The big short remains - of course - BCA Marketplace I then look at MySquar (MYSQ) and React (REAT), shares in which we, sadly, hold. Then if auto is collapsing why aren't house prices? They will. I look at a new survey on Buy to Let and the various trading statements last week, notably Countrywide (CWD).
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