We're Not Surprised Tesla Has Quietly Delayed Deliveries Of "Refreshed" Models S & X
Months after they were promised, Tesla still hasn't delivered any newly redesigned Model S/X—and may not until summer. Gimmicky updates may have...
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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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...
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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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