Browsing Tag


Tesla: focus on the cash burn

The Amazon analogy I made last month really makes sense when talking about Tesla because we are nearing the end of this cycle. Now is the time to worry about cash flow because the potential for a sudden funding halt is increasing. Amazon's…

Commodities complex worsening

My argument has been that the US economy is not yet at stall speed and that recession is not on the horizon. However, I believe the US is slowing, and that, in conjunction with a strong dollar and the ongoing global growth slowdown, this…

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