Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Tesla Motors

Market Commentary

What Stocks could the Saudi Drone attack boost

Those looking for a stock to short need to take note. Lockheed could collapse totally if the drone attack leads to peace in the Middle East and a US pullout from that region. To clarify, I suspect a massive cutback in American military forces and spending will follow any U.S. pullout from the Middle East.

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Market InsanityOpportunities

Tesla is in the Filling Station Business

Tesla gets another potential source of income here ;because it can sell supercharging equipment to filling station operators. That means it can expand its network without building the stations. It can turn a loss leader into a potential source of revenue.

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Market Insanity

Are Tech Stocks in a Bubble?

It looks as if there is no tech bubble; instead, there seems to be individual bubbles surrounding specific stocks. That situation does not look as dangerous as an across the board bubble, but it does indicate a far higher level of market volatility than is being reported.

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Long Ideas

Elon Musk Just Proved Electric Cars Are Competitive with Gas and Diesel Burners

In today’s world, electric cars could soon be cost competitive and high performance while oil companies are struggling to survive.

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Long Ideas

Hyperloop Testing Begins, SpaceX Plans Contest and Test Track

Hyperloop Technologies Inc., or Hyperloop Tech, is building the first full-scale Hyperloop tube demonstration project in the parking lot of an abandoned truck garage in downtown LA’s seedy Arts District.

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Long Ideas

Musk Aims to Disrupt the Electricity Market

Both Tesla and SolarCity are losing a lot of money, and both could be in serious trouble if Mr. Musk cannot figure out a way to start generate cash and a lot of it—and fast. Musk has taken a very bold gamble here; he’s essentially betting two of his companies on a fundamental shift in the way the world gets electricity. If that change does not occur, both Tesla and SolarCity will find themselves caught in the death spiral.

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Long Ideas

GM’s Chevy Bolt the First Car Built for Ride Sharing

That means GM will have to get the base price of an electric vehicle down to around $25,000 to be competitive in the ridesharing market. If it did that, General Motors could become the market leader based on fuel economy alone.

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