Market Conditions Commentary
 
Ebenezer Scrooge is alive and well.
by Robert Hollenshead
Dec 28 2011 8:24AM
I got confirmation from my dear friend Dave Jacobs (the only man I have ever met that actually has a photographic memory), owner of Charles and Sons, Abe from Hatt Motors (a bonified exporter for the past 30 years) as well as Irwin Dillonburger (who as we all know in the wholesale business, will never teach etiquette for Emily Post, but is brilliant) from Malibu Auto, that the news you will read below is fact.  There was none of the normal African buyers anywhere to be found at the sale.  I didn't have one in the past two weeks in my lanes either.  Let me explain a bit.

Skyline AA, Bordentown AA, and my lane late in the day when we are selling the “Low Line Sale” are all packed with buyers that export to Nigeria and the rest of West Africa.  It’s over.  What a disaster for us, the sellers.  It is the last real export market that has been blowing wind in our sails.  For many years they have been consistently buying slugs that don’t fit in the domestic market and therefore have given the hustler an edge. 

The “edge” is a segment of cars that we can pay a smidge too much for (or at least the new car dealer thinks it’s too much) which gives us the “edge” to buy deeper into more desirable units we sell in our domestic market.  So it is a ripple effect.  Dave, for example, who sells in two different auctions, Skyline and Manheim, buys everything from new car dealers.  He separates what units should go to what market.  Sometimes one market is good and the other bad.  But it allows flow or turn.  The fact that this export segment has evaporated is like driving your car with three flats, it ain’t going anywhere.  This is the disaster. 

We already lost the Russian market last year.  The Middle East market is not very deep, or deep enough that it makes a fundamental impact on our turn.  This is the disaster.  We are stuck looking at ourselves.   The domestic market has to absorb everything and it simply can’t.  This will cause WHOLESALE CONSTIPATION, which rolls backwards to the retail consumer.  They have always been the indirect benefactor of the export market that we in the wholesale market have exploited.

For all of you guys that don't do any export business you are probably saying, who give a rats foot?, but it has a ripple effect.  It allows me to source cars and sell to you because we have an irrational market somewhere else that gives us the edge when buying on the street and selling to you.  The units we sell outside the country are our biggest profits...by far...buy multiples, which enables us to sell cars to you, that stay in the US, for much less money.  Might sound stupid, but it's a natural grown fact. 


Now, here is the News, read it and weep.  It’s off Bill Warner’s private investigator crime blog:

USED CAR DEALERS LAUNDER CASH FOR HEZBOLLAH WHO SENDS CASH TO IRAN WHO FUNDS YASIN AL-SURI WHO FINANCES AL-QAEDA & TALIBAN AND THIS HAS BEEN GOING ON SINCE AT LEAST 2002 OR BEFORE.

TAMPA SUNNI & SHIITE USED CAR DEALERS LINKED TO THE SUPPORT OF TERRORISM, “THE CARS ARE THE CASH” AND THE FBI HAS KNOWN SINCE JUNE 2002.

DEA Complaint....Used Car Dealers in the USA launder millions for Hezbollah, Hezbollah is a Iran-backed Shiite Muslim group. Where is Iran backed Yasin al-Suri getting the millions he needs to help finance Al-Qaeda.....is it the "cars are the cash scam"?

The U.S. government said in the lawsuit filed in a Manhattan federal court that it seeks nearly a half-billion dollars in money-laundering penalties from some Lebanese financial entities, 30 U.S. car buyers and a U.S. shipping company.

Prosecutors said the $300 million was wired from Lebanon to the United States and used to buy used cars and ship them to West Africa. They said Hezbollah money-laundering channels were used to ship proceeds from the car sales and narcotics trafficking back to Lebanon.

The U.S. accusations came after an indictment in federal court in Virginia accused fugitive Ayman Joumaa of leading a drug conspiracy that provided income for Hezbollah, which has been designated by the U.S. State Department as a terrorist organization since 1997.

A Washington-based Drug Enforcement Administration spokesman, Lawrence R. Payne, told The Associated Press in February that Joumaa's organization laundered money using 50 used car lots in the United States. Cars were exported to Lebanon and West Africa.


5 Readers' Comments

1
Miles Matsumura
Jersey City
NJ 07302
13 years ago
A New York Times story confirms your report...

http://www.nytimes.com/2011/12/16/world/middleeast/us-sues-american-and-lebanese-businesses-it-says-helped-hezbollah-money-laundering.html?_r=1

2
Robert Hollenshead
MANHEIM
PA 17545
13 years ago
Thanks Miles.

Not that the New York Times knows anything, but at least they see what Irwin sees. What? (It's an inside joke. Hey Sandy, how's Irwin? I paid $4,000, I sold it for $90,000 to East Jabip. How was the sale for you? What?)

3
Yakov Bandura
Syracuse
NY 13206
13 years ago
Wow, the only export market left is China, and that's not doing so hot either. I am more affected by the Chinese export because they buy the type of stuff I sell. There are a few local whole sellers that use to run 100-150 units a week in Skyline that aren't doing anything. Use to buy my trade-ins but now there is 0 interest in old Jap scrap. Russian export messed up a lot of things this year and now heading into 2012 the West African market is done. Hopefully the Russians and Ukrainians will reopen soon. Rumors are going around that it's highly possible. We'll see how mother land government will play out. Take care

4
Robert Hollenshead
MANHEIM
PA 17545
13 years ago
I think it would be a great idea to elect the Klitschko brothers as President and Prime Minister of the Ukraine. I am sure they will open up for our cars and if somebody doesn't like it they can put their lights out.

I wish somebody in Washington knew there was a wholesale business and an export market. They could pressure the governments that we import everything from to take the only thing we still produce...a used car.

The wild thing is, nobody even knows our world exists. With all the parties you go to over the holidays and people ask what you do, how many know what the wholesale automobile business is? Zero.

5
Yakov Bandura
Syracuse
NY 13206
13 years ago
I agree with you 100%. Put those guys in charge, they will make sure nothing is in their way. Problem with Eastern European market today is that there it's own car makers such as VAZ, GAZ, and other Soviet era car makers. Now they are owned by government. In the last decade Russia, Ukraine, Belarus, Kazakhstan got so many used cars from America that sales of domestic made junk dropped tremendously. Now the government wants the people to go out and buy domestic made junk which costs same money but quality is no where near close. They impose such heavy import duties that it's not even worth to think about to ship cars there. For example and 07 Audi A8 L here is around 25K with some decent miles and in black. The import duty tax for that car is around 40K. It used to be under 10K, and if you had connections you got it done for 5-7K. Those were the good old days but that's gone. Rumors are going around that Ukraine will open its doors, but that's rumors. Until it's on paper and signed, it