General Motors: The End of the Cycle as We Know It?
February 04, 2016 at 14:29 PM EST
Earnings from Ford Motors (F) and General Motors (GM) were pretty good . The stocks' reactions, however, were not as investors fretted that such profits were unsustainable. In writing about General Motors, JPMorgan's Ryan Brinkman and team call cycle fears "overblown." They explain why: