Market Mad House

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

TSLA

Market Insanity

Electric Cars a Tough Sell to Car Dealers

It looks as if the road to an all-electric automobile fleet could be a far rockier one than we thought. The performance and popularity of electrics may have to grow dramatically to get them into your local dealership.

Read More
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.

Read More
Uncategorized

Volkswagen Achieves Global Auto Domination

Volkswagen might also be a very undervalued stock. It had an enterprise value of $188.32 billion and a market cap of $99.39 billion on August 6, 2015, which indicates that its share price of $208.91 was too low.

Read More
Long Ideas

Self-Driving Cars Are Almost Here: Is the Insurance Industry Ready?

Even Warren Buffett, whose Berkshire Hathaway (NYSE: BRK.B) owns the iconic GEICO, has taken notice of the potential havoc this disruptive technology could wreak on insurers.

Read More
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.

Read More
Long Ideas

Auto Industry Developing Standards for Self-Driving Cars

One reason for this system is to make it easier to insure self-driving vehicles. Such standards will be vital if insurers are to develop policies for autonomous vehicles.

Read More
Market Insanity

Tesla vs Toyota, Fuel Cells vs Electric Cars—Which Will Win?

My prediction is that battery-powered electrics will only win if larger car makers try to commercialize them. One has to wonder which of these technologies will end up alongside the Stanley Steamer as a footnote in automotive history.

Read More
Long Ideas

Progressive’s Wireless Device Could Be a Safety Threat

The whole telematics issue raises the interesting question of whether auto insurers are still a good investment. Value investors like Warren Buffett have long thought of auto insurers that way because of all the float their premiums generate, but is that still true in the face of all the competition in today’s insurance industry?

Read More
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.

Read More