Looking at today's headlines, the most actionable story isn't Greg Abel's permitting warning (already priced in by the crowd) — it's Ford ramping F-150 production while sales are falling 10.3% for eight straight months. That's textbook inventory buildup into weakening demand, and the automotive supply chain is about to get crushed by tariffs on aluminum and steel. $F posted net margin last quarter; that compresses hard when input costs spike and pricing power evaporates.

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