### Comment:
&gt; Wait what is priced in? 
  
 Production numbers. Whether you use hobo method, VINs or the pope whispers it in your ear - it's not a usable edge.

### REPLY:
Clearly it is usable based on the fact that people still don't believe the numbers and some of those people are taking quite large short positions. Never underestimate the ability to make money from others stupidity.

### END.