Analysis of the Fed's meeting and its implications for the S&P 500, GDP growth, and investment themes in 2024. Key focus on employment and inflation...
Continue ReadingThree investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular...
Continue ReadingGrantham told his “favorite loser story” of when he called Tesla shares “incredibly expensive,” only to watch them skyrocket...
Continue ReadingAs the EV maker's deliveries fall short of expectations, analysts are sounding the alarm...
Continue ReadingThe pace of AI development “is outpacing what solutions we need to put in place to maximize the benefits and limit the risks,” the Israeli Prime Minister warned...
Continue ReadingFriday's bounce fizzled, capping a grim week, with the S&P 500 hitting three-month lows. Tesla is close to breaking, but there are some stocks trying to hold up...
Continue ReadingInsurance registration data collected by Citi analyst Jeff Chung shows a decline in weekly sales of the company's EVs in China this month...
Continue ReadingThe Japanese automaker, which has been slow to enter the all-electric vehicle market, plans a new product to compete with Tesla...
Continue ReadingThe UAW is threatening to launch additional strikes if agreements with Stellantis N.V. (NYSE: STLA), General Motors (NYSE: GM) and Ford Motor (NYSE: F) are not reached by noon EDT, September 22nd. On Monday, UAW President Shawn Fain announced an expansion of strikes if serious progress isn’t made. Out of UAW’s 146,000 members who work at the Big Three, approximately 12,700 workers are on strike as a result of the union’s coordinated U.S. action at the Wentzville, Toledo and Wayne plants. No one...
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