Discipline holding on US pricing, I stand corrected.

November sales looked good. I’m not excited about the volume. I’m much more heartened by the spending behavior. Across the board it appears we had a month of discipline. Edmunds data for “total cost of incentives” showed an 8.6% drop from last November, with GM and Nissan bumping spending up. Given the current levels, I’m not overly concerned for either company as GM is moving truck inventory out and Nissan didn’t have the same inventory shortage as Toyota and Honda. Edmund’s headline for their report caught my attention. Their analysis shows more spending on ads than usual, which is good. But a lot of those ads were touting deals, which is