TESLA in China - We Expect More Bad News
We have had a negative view since April last year as we do not see Tesla meeting their goals in China based on our views here in Beijing. Elon...
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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Tesla--Preparing for a Diabolically Bad Q1
Tesla's upcoming Q1 should see record losses due to sagging sales of the Model S and Model X, as well as continued losses from the new Model 3...
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U.S. Autos: Impressions on the EPA's Draft Determination on Tailpipe Emissions Standards for 2025
The EPA has drafted a final determination of its views on light vehicle emissions standards for 2022-25 and submitted it to the Office of...
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Uber: First Known Death of Pedestrian Killed by an Autonomous Vehicle
An Uber vehicle in autonomous mode struck and killed a pedestrian in Tempe, Arizona on Sunday around 10pm, according to NY Times (see "Self-Driving...
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