I call B.S.

Nov. 7: Ford’s CEO Alan Mulally discusses his company’s financial report on CNBC. During the interview, he says that Ford has adjusted output to sales.

Nov. 6: I talked with someone at Hansen and Adkins in California who said that the main freight they're hauling these days is for Ford.... to new storage lots they're leasing for the Ford XLT Lariat Crew Cabs nobody is buying.