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What to watch

Forward-looking indicator pieces

The Fight for the Top of the Stack

Feb 25, 2026

Why Automakers Don't Want to Be "Just" Car Companies

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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