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To: robert b furman who wrote (4928)7/24/2022 11:21:17 PM
From: Sun Tzu  Read Replies (1) | Respond to of 10641
 
I think you already know my prediction about EVs and TSLA.

We have just started the phase where EV's begin to lose their shine and are still far from the trough where they are loathed and declared a failure. That will probably happen in 1 - 2 years.

As an investment thesis, now is as good of a time as any to short them on weakness. But ultimately they will be a great buy, especially the battery guys.



To: robert b furman who wrote (4928)7/26/2022 9:16:57 AM
From: Fiscally Conservative  Read Replies (1) | Respond to of 10641
 
Bob: Curious your take on the continued run up in the price of Natural Gas here in the US. I always believed here in the states we have plenty of NG to last decades at that current rate of consumption.


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