A word from Newman securities

newmanHere’s a good, concise article about Tesla’s survivability under President Heat Miser. TeslaMondo will make it even more concise here.

  1. Solar is pretty safe. State governments control net metering. And the 30 percent federal reimbursement for solar insulation was a Republican gig (Bush) with enduring bipartisan support. Plus, costs are falling so fast that the math will soon make sense even without that 30 percent.
  2. Fuel efficiency standards. Will they evaporate? If so, ICEs won’t necessarily become more piggish because customers still value fuel economy. Efficiency still bespeaks good engineering. But if they do become more piggish, so be it. Tesla smells even fresher.
  3. EV incentives were going away soon anyway.
  4. Trade barriers with Mexico will cause agita in Detroit, but not Fremont.
  5. Tesla makes desirable stuff. That’s not in the article, but it should be. Raw desire trumps all, even Trump.

screen-shot-2016-11-11-at-8-26-56-amSo let TSLA quiver for a while, under the gaze of Heat Miser. Model III is making its way to home plate. The outfielders are backing up. The culmination of Master Plan Part 1 is nigh. And, you may recall, even Heat Miser was open to compromise. An American company is making the rest of the world look dumb. This makes Heat Miser look good.

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3 thoughts on “A word from Newman securities

  1. Brian says:

    Too bad you didn’t mention NVDA in this post. Now THAT would have been prophetic.

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  2. RWF says:

    If you’re referring to this massive bet on NVDA back in April, yes it has proven wise, but TeslaMondo does not boast. https://teslamondo.com/2016/08/12/teslamondo-leaves-tsla-back-later/

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  3. […] A WORD FROM NEWMAN SECURITIES […]

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