Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

This site may earn commission on affiliate links.
And there Powell pretty much let's it slip that "pausing" is big discussion within the Fed right now.
The notes support that as well. Note the move from "pace" to "extent". That implies a pause is possible.
Fn51XHZXEBs0YzG
 
DUDE? Not Gerber or Baron's, but if you just read his script your first two guesses would be wrong.
The guy nails it... (I know this group will find something wrong, but hold up.)
(Even this announcer knows her *sugar*. and therefore is bullishit?)
In a dramatic movie trailer voice:

Tesla...... started a price war with big auto by pricing their car from $52,990 to $52,990...... two years later...
This summer, witness the implosion of big auto, the death of all their margins, and the rise of Tesla from their ashes.......
 
In a dramatic movie trailer voice:

Tesla...... started a price war with big auto by pricing their car from $52,990 to $52,990...... two years later...
This summer, witness the implosion of big auto, the death of all their margins, and the rise of Tesla from their ashes.......
Don't forget to include the death of the dealer networks.
 
The market seriously should be high right now, what seemed unusual was the big decline while rates are being raised to cool an overheated economy.

We'll hit the pause, hold there for however long while the Fed watches inflation coming down, and bad economic data will start flowing through. Earnings compress, multiples expand, rate cuts begin and are aimed at stoking the economic fire again while the market grinds down to a new bottom. That's how it has happened historically anyways.
 
Don't forget to include the death of the dealer networks.

... but please do forget that it was the U.S. Treasury Dept. that precipitated this price war by trying to exclude the highest-volume selling EV in America from the American EV tax rebate (but ensured that PHEVs with 20 miles range get the full credit).

Yeah, please forget that. /s
 
Last edited:
Guy's we are wrong! and apparently Toyota has got the "science" to prove it... :)

Um, yes, um, because one of the most abundant minerals on the planet cannot have its refinement and production ramped up to meet a growing demand in a timely enough manner to in any way alter Toyota's sketchy math.
 
When you consider the Inflation Reduction Act EV Battery section clearly incentivizes pumping out vehicles with much smaller batteries using the limited supply of domestic components/critical minerals, it could almost be assumed the US Govt agrees with Toyota's assertions there -- at least when it comes to domestic materials.

If it was otherwise, you'd think the IRA credits would be limited to BEVs but manufacturers would scoop up a lot more of the credits by producing PHEVs with smaller batteries spreading those materials across a higher number of vehicles that would still qualify for $3750-7500.


Ie if you had 100 tons of lithium from Quebec, you could produce 2 x BEVs that would win $15,000 in tax credits for consumers or you could use that 100 tons to produce 10 x PHEVs that would win $75,000 for consumers. To use totally made-up numbers for illustration of course.
 
  • Like
Reactions: Gigapress
  • Like
Reactions: StealthP3D