Unmitigated disaster (and it's only going to get worse) when the emperor realizes he has no clothes. One day after spectacular earnings:
From last night on the blog:
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EVS
I
want to make sure I’m clear on this. I write a lot about EVs and I’m
investing in Daimler Trucking which is very much an EV investment, just
as folks who invest in, let’s say, GM, are also investing in EVs.
However, I am 100% sure “this” is not going to end well.
“This”: EVs.
I still think EVs are an unmitigated disaster on every level and it’s just a matter of time before it becomes obvious to all.
There
are so many aspects when I say “on every level” I may start a series on
why “this” is such an unmitigated disaster. But it seems to be such a
waste of time. Sort of like preaching to the choir.
Instead, I’ll probably re-post this periodically just to make sure folks know where I stand on this.
Good, finally got that posted.
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