Wednesday, December 13, 2023

Looks Like The Theme For Today Is "There's A Huge Disconnect" -- December 13, 2023

Locator: 46292EVS.

Updates

December 14, 2023: counterintuitively TSLA shares are up and doing very well following JPow's speech. So, apparently I'm wrong -- see original post -- the US EV market is going to do just fine. Betting against the US EV market is like trying to predict the price of oil: both are fool's errands.

Original Post

The disconnect:

  • COP28: phase out crude oil
  • EVs: dead

EVs:

  • US government out to "kill" Tesla?
    • two-million car recall
    • almost all models sold in US 
    • has to do with crashes, death, 
    • Cramer trying to spin this: not so bad; just a software update
  • Tesla's tax credit for buyer goes away
  • EV fad is over (yet another article)
  • GM, Ford broke cardinal rule in marketing
  • Morgan Stanley: EV growth report; LOL; obviously written by a 20-somethhing intern
  • after two decades of EV marketing, the few EVs in our apartment complex are still a curiosity;
  • we're no longer seeing stats on lack of second-time EV buyers

Tesla tax credit, link here:

So, whatcha gonna do -- Plan B? No EVs and phase out crude oil. What's Plan B? LOL.

Yeah, you guessed it.

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