Search results

@tooltime Increasing prices is for sure what they'll do. Yet, there's a near 100% probability that each incremental increase decreases their available target market due to said rising prices. It's doubtful that salaries rise in direct proportion to vehicle price increases. For high fuel...

@thomsar I don't want to advise anyone to do anything, my friend. Just saying what I do - and why. But I have a fair amount of agriculture-related, high-quality tech (a certain high-end chip maker or 2), some pharma/biotech, and I'm currently holding a lot of energy positions (oil, natural gas...

@gaelsbee New CEO is the real deal. Quickly ramping up EV capacity (but years away). Still make good trucks that people want. BUT, I don't wanna hold automotive stocks during high inflation, recession, or God forbid... extended stagflation. Top line AND bottom line erosion. Frankly, I don't care...