[HN Gopher] Why are used cars so expensive right now?
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       Why are used cars so expensive right now?
        
       Author : rmason
       Score  : 46 points
       Date   : 2021-07-25 20:39 UTC (2 hours ago)
        
 (HTM) web link (thehustle.co)
 (TXT) w3m dump (thehustle.co)
        
       | jeffbee wrote:
       | I like that everyone readily understands the supply/demand
       | phenomenon as it relates to the price of used cars, but many
       | people are unable or unwilling to grasp the relationship between
       | the supply of new houses and the prices of used houses.
        
         | JKCalhoun wrote:
         | New car shortage was explained by a chip shortage. What is the
         | reason new housing starts are not keeping top with demand?
        
           | syshum wrote:
           | Zoning and Price of Raw goods. For awhile lumber prices alone
           | added an additional 15-30K to the cost of building a new
           | home.
           | 
           | This caused the builder to focus on building more higher end
           | homes, so new homes in the 5-6x median income market were
           | being built but the home in the 2-3x median income home that
           | most people would buy (and should buy) was not cost feasible
           | to build.
        
           | pxeboot wrote:
           | It can take years to get new housing developments approved,
           | by the time they can start building, the demand may have
           | leveled off or disappeared.
        
           | thedougd wrote:
           | Cheap money. Low lending rates are driving people to buy new
           | (to them) houses. You'll also find unprecedented demand for
           | renovations as people take cash out with refinances to fund
           | their improvements.
        
           | lapsed_pacifist wrote:
           | Zoning which prohibits or heavily restricts multi-unit
           | housing in cities, and material shortages and high prices for
           | steel and lumber which impacts new single family homes.
        
           | Lammy wrote:
           | > What is the reason new housing starts are not keeping top
           | with demand?
           | 
           | https://en.wikipedia.org/wiki/Civil_Rights_Act_of_1968#Title.
           | ..
           | 
           | But especially since
           | https://en.wikipedia.org/wiki/Equal_Credit_Opportunity_Act
           | 
           | e: downvoters know I'm right ;)
           | https://fred.stlouisfed.org/series/OEHRENWBSHNO
           | https://i.imgur.com/kP8ugvH.png
        
             | ebiester wrote:
             | You add nothing to the conversation.
             | 
             | Make an actual argument. Are you saying that the
             | legislation reduced the level of housing created? Are you
             | saying that redlining increased housing stock? Are you
             | saying that black people having equal access to credit made
             | white people less likely to build houses?
             | 
             | Linking to Wikipedia with a wink and a nod to racism is not
             | an argument. Be explicit with your argument here.
        
               | Lammy wrote:
               | There was an entire system built around keeping certain
               | people out of many homes and many jobs as possible. When
               | those things became unlawful, do you think the people
               | responsible for the old system would immediately change
               | their mind about the whole thing and give it up, or do
               | you think they would find esoteric ways to maintain the
               | same effect? Do you think they would admit it if they
               | did? Learn to read between the lines of the world around
               | you.
        
           | jeffbee wrote:
           | We could discuss and debate the various reasons, but at least
           | we'd have a shared basis for understanding the issue. There
           | are other people who say that up is down, war is peace, and
           | that producing new houses somehow also raises the price of
           | houses!
        
         | wvenable wrote:
         | What about land? My house is relatively inexpensive, the land
         | it's on is worth like 10x as much.
        
           | neogodless wrote:
           | The supply for land isn't great. The demand tends to grow
           | over time. If there was a "new land" factory it could help!
        
             | steffan wrote:
             | There is: (https://www.universetoday.com/144108/a-brand-
             | new-island-in-t...) it's just somewhat slow by human
             | standards.
        
           | jlg23 wrote:
           | Well, what about land? There ain't any new land. The supply
           | is limited, well measured and it won't change much....
        
             | exporectomy wrote:
             | There's plenty of new land in America and most countries.
             | It's unused because it's far away from where people
             | currently want to be, but that could change depending on
             | what society and industry needs. Maybe remote work will
             | somehow really last and push people out of cities so they
             | can buy an otherwise empty section of wasteland.
             | 
             | Even within cities, it can be creates by zoning changes. My
             | city recently relaxed density rules, effectively creating
             | new land out of nothing in an instant. Developers are now
             | building on that "new" land.
        
       | paulpauper wrote:
       | Almost everything is expensive now. Look how much assets in
       | general have gone up: stocks, real estate, collectibles,
       | commodities, and so on. College, healthcare, and insurance too.
       | No reason cars should be an exception.
        
         | holoduke wrote:
         | Exactly. Nobody dares yet to tell it's inflation.
        
           | gruez wrote:
           | ...except BLS reported high inflation this month?
        
           | brutus1213 wrote:
           | I was looking at the market charts (NASDAQ) and was floored.
           | How can people look at such a massive increase during a
           | global pandemic and say this is normal growth? I mostly
           | missed out on this entire expansion (we were saving to buy a
           | house; had to keep the downpayment liquid as our housing
           | market is stupid and requires people to go through a dozen
           | bidding wars before you actually succeed).
        
       | warent wrote:
       | Objectively just about everything is abnormally expensive right
       | now. Not just in the USA, but also Canada and Australia that I
       | know of. Maybe other places as well.
        
         | holoduke wrote:
         | Same in Europe. Here in The Netherlands we pay 10 dollars for
         | one gallon gasoline. Historical height.
        
       | gedy wrote:
       | Are the blue book sites up to date with these current trade in
       | value trends, or is there a better place to reference prior to
       | trade in?
        
         | elliotec wrote:
         | From what I'm seeing in relatively extensive research lately,
         | the KBB doesn't seem to reflect the difference much, especially
         | for trade-ins. It could be that dealers aren't willing to put
         | up with the inflated prices for trade-ins, but either way
         | you're almost guaranteed to get a hefty bit more selling
         | privately.
        
       | xeromal wrote:
       | Now's the time to sell a car if you have an extra to spare. One
       | of the few times in history when cars actually appreciate. A car
       | I bought for 53k 4 years ago I could've sold for 55k last week
       | until I got cold feet. lol
        
         | toomuchtodo wrote:
         | I've had folks who found out I'm about to take delivery of a
         | Model Y offer me ~$10k over list if they can buy it immediately
         | after I take delivery. It's insane.
         | 
         | (we're keeping it of course)
        
           | xeromal wrote:
           | Haha. Mine is a Model S. It's my baby so of course I couldn't
           | sell it. I had just posted it for shits and giggles at a
           | ridiculous price but I guess people are desperate.
           | 
           | I'll sell it once my Cybertruck preorder is ready! haha`
        
             | [deleted]
        
         | hellbannedguy wrote:
         | I just noticed a '86 toyota truck on CL going with an asking
         | price of $28,000.00
         | 
         | I noticed it because I like their trucks, especially the 22r/re
         | ones.
         | 
         | It did have less than 30,000 miles though.
         | 
         | Years ago I bought my first Toyota thinking it was junk. I was
         | so wrong.
         | 
         | (Anyone looking for a ride, I have this tip. When four door
         | vehicles are aging out of what Uber demands, they price of the
         | used vechicle goes way down. Look for vechicles that have aged
         | out of the app, or close to it.)
        
         | 01100011 wrote:
         | Just did and got a good price. The only problem is I'll
         | probably need to buy another once Covid calms down and we go
         | back to work. I'm going to try to use public transit and
         | cycling for a bit, but the reality is I'll need to get another
         | car within a year. Hopefully someone has a small, cheap
         | electric by then.
        
       | valbaca wrote:
       | tl;dr of the article is that the pandemic caused a major hiccup
       | in the new-car pipeline: first people halted buying, that caused
       | manufacturing to pause. Even when the manufacturing started
       | again, the chip shortage came in.
       | 
       | In general, it seems people started being more frugal and smarter
       | with their money: people bought fewer new cards and people had
       | few repos. Of course, what makes a car "used" is time, so fewer
       | new cards last year also means fewer late-model used cards this
       | year. Increased demand and decreased supply.
       | 
       | All in all, I think it's a major correction of the prices of used
       | cards. It never made much sense that a new car had half its value
       | fall off when you drive it off the lot, but it was just an
       | accepted fact and a reality (as all value is determined by what's
       | agreed up on explicitly or implicitly).
        
       | akulbe wrote:
       | Supply and demand. That, and electronics needed for new cars are
       | in such short supply because of supply chain problems.
        
       | theshadowknows wrote:
       | I'm considering buying a motorcycle in the next few months. I
       | wonder if the same applies.
        
         | xeromal wrote:
         | I haven't noticed a major increase in used motorcycles, but
         | your mileage may vary based on region. I'm in Socal. I don't
         | think motorcycles are as complicated or chip based to
         | manufacture and motorcycles are mostly a luxury item in the US.
         | You'll be fine!
        
         | jeffbee wrote:
         | Both used and new motorcycle markets are incredibly tight, at
         | least in California where I have been looking. I went to the
         | Honda/Yamaha dealer in Berkeley and quite seriously there were
         | _no_ bikes on the floor. Literally none. It looks from their
         | website that they have a handful now, but none of the stuff
         | they would normally try to have in inventory, like the Honda
         | NC750, XR650L, CRF300L or other dual sports, so sports or
         | supersports bikes, no Gold Wings.
        
       | andy_ppp wrote:
       | So cars, wood + building supplies, labour, food, shipping all
       | dramatically increased. What's the best hedge against
       | hyperinflation? Crypto? Ether?
        
         | toomuchtodo wrote:
         | Equities and real estate. Housing and cash flows never go out
         | of style.
        
           | throw123123123 wrote:
           | This is not quite correct. In high inflation credit markets
           | disappear. 80%+ of housing is bought on mortgages. If 80% of
           | housing demand disappears you get a 2008.
        
             | toomuchtodo wrote:
             | The 2008 global financial crisis was due to a compete
             | failure of risk management in originating mortgages and
             | packaging them as mortgage backed securities. In short, the
             | industry was scraping the barrel and shoveling shit to
             | investors. "If they can fog a mirror, fund the loan" was a
             | phrase common at Countrywide. Lending standards are
             | comparatively tight now, no NINJA loans [1]. The credit
             | market will tighten, but housing demand won't evaporate,
             | and investors are starved for yield.
             | 
             | In high inflation environments, you want to lever up with
             | debt to fund investments because your debt will be inflated
             | away over time while you capture cash flow or asset
             | appreciation. High yield debt ("junk bonds") are also a
             | great play for such a macro environment.
             | 
             | [1] https://en.wikipedia.org/wiki/No_income,_no_asset
             | 
             | (not investing advice, family members were involved with
             | regulators and cleaning up after doing put backs for
             | deficient notes)
        
             | brutus1213 wrote:
             | Interesting counterpoint .. you are right .. why would I
             | lend you a dollar if I expect it to be worth a lot less in
             | the future. Any data to go with this assertion? In Canada,
             | average mortgages are just for 5 years - this is very
             | different than the US. I suspect banks are taking very
             | little risk in such a scheme. In the US, I believe banks
             | sell mortgages off/get insurance via govt. schemes.
        
         | granshaw wrote:
         | https://www.lynalden.com/inflation/
        
         | paulpauper wrote:
         | Stocks, real estate are the best imho. Crypto has too much
         | volatility, low correlation. BTC fell in half. not a reliable
         | hedge.
        
       | imglorp wrote:
       | Adding to the remark in the article about new and used cars being
       | linked at the dealers: many new car dealers do not shop at
       | auctions. They only buy used trade-ins partly to help encourage
       | new car purchases ie the "four square" calculation they use.
       | 
       | So when their new car supply is interrupted upstream, that also
       | interrupts their flow of used cars, so some dealer lots are a
       | little thin on both new and used inventory at the moment.
        
       | textech wrote:
       | How were rental car companies able to sell 770k+ cars last year?
       | Where did that demand come from and who bought those cars?
        
         | valbaca wrote:
         | According to the article, people who typically buy new cards
         | started buying used.
        
         | brutus1213 wrote:
         | I think it was because people freaked out on public transit. In
         | fact, there is a run on getting licensed to drive (have
         | multiple co-workers trying to book appointments; they used to
         | rely on public transit but realized it was suboptimal during
         | covid). I recall it was very expensive to buy a bicycle in my
         | city this time last year (those had a dual purpose -
         | exercise/outdoors + transit).
        
       | ris wrote:
       | An article as a series of images. Without even any alt text. I
       | don't think I saw things as bad as this even back in 2006.
        
         | tokamak-teapot wrote:
         | I was just reading it (on mobile) and thinking that it's
         | perhaps the easiest to read and clearest article I've seen for
         | a very long time. Something to do with the headings and short
         | explanations, the visual layout and the simple but not _too_
         | simple charts. 10/10 for me - but I don't need the alt text, so
         | I'm not disagreeing the images should have those, especially as
         | they are important to the flow.
        
           | user-the-name wrote:
           | This is because doing it as images let you actually properly
           | control the layout, unlike HTML and CSS.
        
             | mjevans wrote:
             | I think I'd prefer web browsers to understand LaTeX, or a
             | similar open and free as in both liberty and beer standard.
             | Maybe SVG for webpages with URI remote resources would be a
             | good alternative, just something else.
             | 
             | I do love simple webpages with minimal resources that don't
             | get in the way of my own preferences and device rendering
             | needs in their quest for pixel perfect publication. HTML
             | and CSS are supposed to be meta-languages that describe to
             | a client how data is structured and simple style elements
             | (that might get over-ridden!).
        
         | stangles1 wrote:
         | I noticed the same when I attempted to search for text on the
         | page, very disappointing.
        
         | xeromal wrote:
         | I love the layout. 10x better than most of the blogs posted
         | here.
        
         | mypalmike wrote:
         | Huh, I didn't notice that initially. I wonder why it was done
         | that way.
        
       | prpl wrote:
       | The Kia Telluride is selling for quite a bit more than MSRP,
       | used. Apparently dealerships are asking for more than MSRP new
       | and that is part of it (in addition to/because of low
       | availability)
        
         | cooktheryan wrote:
         | They have been saying that since the car released. Kia has been
         | playing NY nightclub bouncer with the availability and enjoying
         | the extra $$ they get on top.
         | 
         | Of note drive an Optima so not a super Kia hater just what they
         | have done with the release of this model
        
           | forgotmypw17 wrote:
           | if you can do it with sneakers, why not cars too?
        
         | gimmeThaBeet wrote:
         | The thing I find oddest about that, is I always hear about the
         | Telluride, but the Hyundai Palisade rarely comes up. I couldn't
         | figure how they could differ enough to cause such a disparity.
         | I assume in reality, Palisade pricing has to be similar, right?
         | 
         | Now I say that, but I also think I can answer my own question.
         | 
         | Mainly, I would say I'm hilariously confused by how Hyundai
         | positions Kia and Hyundai. Like on paper it I thought that Kia
         | is supposed to be the sportier one, and Hyundai (nominally)
         | luxury. But when I was shopping, both had really confusing trim
         | levels, and Hyundai was especially odd because you really had
         | to trim up to get what I would call a luxury car, leather
         | upholstery was the big one.
         | 
         | The marketing seemed to try and paint Hyundai as like refined
         | style, but the actual car features of the two brands just made
         | me hella confused. I think it's safe to say Hyundai/Kia made a
         | lot of strides, they could use some work there.
        
       | emerged wrote:
       | Is it a good time to sell a used car and buy a new car? Or are
       | the new cars equally as inflated?
        
         | bobobob420 wrote:
         | Talk to some dealerships, some are buying 1 year used cars and
         | giving new cars at discounts
        
         | chrisan wrote:
         | you certainly won't be finding a deal new. friend of mine's
         | father owns a group of dealerships in the town, they have
         | people going to other dealers paying MSRP just to have
         | inventory on their lots and sell for more obviously
        
         | elliotec wrote:
         | New cars are not nearly as inflated. The answer to the first
         | question is yes, it's a very good time to sell old and buy new.
         | One stipulation is that ordering a new vehicle with
         | specifications they don't have on the lot will take in the
         | realm of 6 months. Pretty big trade off, but I'm about to deal
         | with this myself and can afford the time difference.
        
         | [deleted]
        
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