Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
200 Views
Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
572 Views
A Look at Foxconn’s EV Platform – Should Tesla Be Worried?
Foxconn presented an open-source platform that it hopes will streamline the process of developing EVs. This Insight looks at Foxconn’s efforts in...
481 Views
Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
579 Views
Toyota – Based on Results, Long Toyota Short Honda Should Continue to Work
Toyota (just after the lunch break) and Honda (after the close) both reported FY03/20 results today. Toyota reported strong revenue 1.5% above...
257 Views