Fundamental analysis of Tesla, its rivals, and the electric vehicle supply chain.
Automotive long/short manager with over two decades of covering global automotive stocks. Focusing on which carmakers navigate deftly through the "EV revolution". Bearish on Tesla and the prospects of significant EV adoption.
Insights about the egregious behavior of Elon Musk, & about the chaotic craziness at Tesla, Inc., all with a legal slant informed by my career as a commercial trial lawyer.
Weekly reports on the Market, Stocks, Bonds, Crypto, and everything trading. I am triangulating the markets, data, and events to streamline the week ahead.
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.
(Mostly) charts and graphics on the car business, with commentary, periodically. Drawing by Stan Mott, RIP.