My short TM position is part of a long GM/short TM pairs trade. I realize the dollar strength helps Toyota and the better product mix as well as a reputation for a more reliable product, but I can not overlook one glaring anomaly in the two companies; market capitalization. General Motors has a market cap of ~6 billion and Toyota has a market cap of ~143 billion. This trade is a dollar for dollar (for every dollar long GM one dollar short TM) pairs trade betting on the market caps of the two company converging.