Californians Sour on Tesla Model S and Model X by Wolf Richter • Jul 23, 2019 • 101 Comments In their most important US market, the plunge in registrations far outpaced their already stunning global decline. Which opens a whole new question.
My Advice to the Fed on “Low Inflation”: Use a Different Index for Crying Out Loud and Tell the BLS to be Less Aggressive with “Hedonic Quality Adjustments” by Wolf Richter • Jul 13, 2019 • 116 Comments The Fed could instantly claim victory and pocket the kudos.
China Auto Sales Spiral Down, But This Time It’s Different: Government Refuses to Bail Them Out with Big-Fat Incentives by Wolf Richter • Jul 11, 2019 • 80 Comments Here’s why. The strategy is a game changer with global impact.
Vehicle Sales Plunge amid India’s Shadow-Bank Debt Crisis & Contagion Fears by Wolf Richter • Jul 10, 2019 • 35 Comments Shadow banks provided 40% of new loans for vehicle purchases in India. “Probably the most prolonged de-growth phase we have seen.”
New-Vehicle Sales Fall to 1999 Levels: How to Grow Revenues After 20 Years of Stagnation (Yup, You Guessed It) by Wolf Richter • Jul 3, 2019 • 67 Comments Carmageddon for cars. But big equipment is hot and gets pricier.
Average Miles Driven per Vehicle Drop to 1992 Level: Automakers Not Amused by Wolf Richter • Jun 29, 2019 • 87 Comments They’re engaged in a highly competitive, saturated market, dominated by finicky Americans who demand top quality, but who drive their vehicles less.
Average Age of Vehicles Sets Record, New-Vehicle Sales Drop to Where They Were 20 Years Ago. What Are Automakers Doing? by Wolf Richter • Jun 27, 2019 • 109 Comments Part of Carmageddon, But Consumers Demand It
Used-Car Wholesale Prices Surge, Retail Volume Drops. New Cars Sink Deeper into Carmageddon by Wolf Richter • Jun 8, 2019 • 90 Comments Six charts on the used-vehicle market, plus my “Chart of Carmageddon” for new vehicles.
How a Low Share Price Would be Fatal for Tesla, and Why Musk Has to Pump It Up, Come Hell or High Water by Wolf Richter • May 28, 2019 • 69 Comments This is a cleaned-up transcript of my podcast on Sunday.
THE WOLF STREET REPORT by Wolf Richter • May 26, 2019 • 94 Comments How a Low Share Price Would be Fatal for Tesla, and why Musk has to pump it up, come hell or high water.
