Six charts on the used-vehicle market, plus my “Chart of Carmageddon” for new vehicles.
“When times are tough, the thinking switches to the short-term. Many fleets are just fighting for survival.”
This is a cleaned-up transcript of my podcast on Sunday.
How a Low Share Price Would be Fatal for Tesla, and why Musk has to pump it up, come hell or high water.
China deliveries in its fiscal year: -34%. And not getting better: in April, -45%.
Tesla is steeped in chaos — and chaos is absolutely the opposite what a complex manufacturing, distribution, and retail operation needs.
What the Subprime Auto-Loan Fiasco Means.
But what will happen to banks and automakers when the cycle turns?
The surprise in the SEC 10-Q filing when no one was supposed to pay attention.
The ruse that helped shares jump 20%.