Executive Summary
Ford's $19.5 billion writedown represents more than financial housekeeping—it signals a strategic retreat from EV ambitions that positions the company for regulatory tailwinds under Trump's loosened MPG rules. Bloomberg Intelligence identifies this as 'clearing the deck' behavior, where management absorbs maximum pain upfront to enable 2026 earnings recovery. The insider selling pattern (536,340 net shares sold, zero buys) suggests management lacks conviction in the turnaround timeline, creating...
Key Investment Opportunity
Ford Regulatory Relief Play
Massive writedown clears earnings obstacles while Trump administration provides regulatory tailwinds through relaxed MPG standards
...and 2 more investment opportunities
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