Subprime Bites: Auto-Loan Delinquencies Spike to Q3 2009 Level, Despite Strongest Labor Market in Years by Wolf Richter • May 15, 2019 • 80 Comments But what will happen to banks and automakers when the cycle turns?
Tesla Discloses Record Pollution Credits for Q1: Without Them, it Would Have Lost $918 Million and Bled $1.14 Billion in Cash by Wolf Richter • Apr 29, 2019 • 71 Comments The surprise in the SEC 10-Q filing when no one was supposed to pay attention.
Tesla Reports Another Doozie by Wolf Richter • Apr 24, 2019 • 76 Comments The ruse that helped shares jump 20%.
US Auto Imports from Mexico Surge 10% in Q1 to New Record, Despite Dropping Sales in the US by Don Quijones • Apr 24, 2019 • 19 Comments 16% of the 4 million new vehicles sold in the US in Q1 were assembled in Mexico.
China EV Manufacturing Bubble Faces Getting Bludgeoned by Wolf Richter • Apr 15, 2019 • 52 Comments There are now 486 EV manufacturers in China, triple from two years ago. Most will disappear.
Carmageddon at Tesla-Panasonic Gigafactory in Nevada and Shanghai by Wolf Richter • Apr 11, 2019 • 118 Comments Expansion & investment plans frozen, after deliveries of Teslas plunged in Q1
This is How Stocks Get Hit When BBB-Rated Companies Try to Dodge a Downgrade to “Junk” by Wolf Richter • Apr 9, 2019 • 51 Comments There are now many of them. Shoring up the balance sheet is the opposite of “shareholder friendly.” It’s “creditor friendly.”
Used-Car Market Profits from Carmageddon by Wolf Richter • Apr 5, 2019 • 91 Comments Many Americans are priced out of the new-car market.
Q1 Carmageddon for GM, Fiat-Chrysler, Toyota, Nissan, Mercedes, Mazda… by Wolf Richter • Apr 2, 2019 • 104 Comments Ford wisely kept its mouth shut. The problem with Mercedes and BMW is that they don’t yet sell luxury pickups, though they’re finally figuring it out.
Tesla’s Mess at the Top: Moody’s Gets Nervous by Wolf Richter • Mar 15, 2019 • 91 Comments Decision-Making Chaos and Epic Strategy Flip-Flops.
