And so it goes, the cycle in Elkhart IN

Bond Yield curves are in inversion, large auto makers are laying off - heck lots of companies laying off, interest rates are climbing, tariffs are hurting production costs - not just at the element level but trickle down, markets are in decline, new and existing housing sales are in decline, job growth is stunted..these and many other factors are pretty glaring signs that we are headed for another recession. Not surprising the first things to slow down are autos and luxury items. Both of these are attributes of RV's. Thor will survive. Their market share and reserves make them stable enough to winter another recession, and likely in a position to gobble up more competition. But I think this is just the beginning.