Tesla's Q3 "Magic" Fades Quickly In Q4
Ford Motor Co (F US) revealed on Sunday night its sexy new Mustang Mach-E, which is aimed squarely at Tesla's Model Y and set to hit the market...
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ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
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The Trouble With Tesla's Arrested Development
CNBC filed a scathing report this week detailing serious problems at the Tesla Motors (TSLA US) GA4 tent, a supposedly temporary solution set up in...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Tesla--The Struggle to Stay Afloat in 2019
Profit Warning for Q4 2018 and Q1 2019: Two Fridays ago, Elon Musk warned that Q4 profits came in lower than Q3's, despite an 8% QoQ rise in...
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