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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 382.87-0.8%Nov 13 4:00 PM EST
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To: TobagoJack who wrote (152572)1/19/2020 2:58:57 PM
From: Maurice Winn1 Recommendation

Recommended By
3bar

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Not short Tesla. I covered at $231 on the way down. I was tempted to actually buy at $170 but decided that was getting overly excited.

Was about to go big short at $534 but would have had to make other adjustments so sitting on hands for now.

Nio, BYD, are good indicators. Used Nissan Leaf are for sale by the dozen a few km from me. I wonder if people get CO2 electric religion then reality becomes annoying. Prius are everywhere like ants. Toyota have hybrids and plug ins and can make anything including hydrogen I saw at CENEX in Luton last summer.

I still can't make electric cars a good choice so am on hold with my 7SSSStations. But tempted just for fun and to prepare as electric could well be cheaper and better just as I imagined back in 1986 to 1989 when my BP Oil International job was market strategy for gasoline and then diesel.

Engine makers have been busy
Fuel efficiency of cars has been increasing substantially. They can now run at 25 km per litre in hybrid versions. It's still more efficient to generate electricity in dirty great bunker oil, tar, gas, or coal power stations than in a car using expensive gasoline but not twice as efficient. Nuclear reactors might be better still in cost. Especially if CO2 is considered a problem rather than a good thing. If plants could vote, CO2 would win. They would say to Greta "How dare you?!!"

Cars can't compete with huge power stations but getting the electricity into the cars remains the problem.

Autonomous cars are far from independent minded. But with fleets of them operating on limited roads, they could work with remote pilots taking over if the car became puzzled by something and had to stop and call for help.

Many situations are too instantaneous to call for help so it will be years before cars are clever enough to take over though they are probably already better than some people who still drive.

Replacing cars is a vast opportunity worth many $trillions, so it could well be that Tesla wins the race to $2trillion market capitalisation.

But there's competition by the dozen so it's far from a slam dunk for TSLA.

Look what happened to Qualcomm = invented the biggest thing ever, worth $50 trillion, but we only have got $100 billion of it while evil Apple heads for $2 trillion. My Apple short is going bad after 4 months. I might have to double up. Pleasantly, my Tesla short and good old Qualcomm make the AAPL dalliance a minor problem. Still annoying to get it wrong = lesson = Don't be a smart Alec. Disliking them is not a good enough reason to go short. Facts matter.

Mqurice
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