New Adventures of Old Auto šŸš˜

šŸ’øĀ  Yields keep on rising.Ā For 3rd straight week,Ā #RisingYieldsĀ continue tacking on another 9%. Surging energy prices, strongĀ #COVIDRecoveryĀ data and incoming Fed action continues to driveĀ #InflationFearsĀ andĀ #Flight2Safety rotation. šŸ‡ØšŸ‡³Ā  Biden/Xi virtual summit.Ā White House reengaging Beijing holding a virtual summit later this year. Markets popped Thursday onĀ #ChinaTensionĀ relief with S&P 500 finishing +1% for week. šŸš™Ā  Legacy auto in spotlight.Ā General Motors Read More

Electric Vehicles: An Underdog Story

Market Musings 9/17/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: We’re OK withĀ šŸ„ˆĀ orĀ šŸ„‰Ā place. We’re investing in legacy auto manufacturers not because they’re going to win, but because even being runner-ups present a significant investment opportunity. There’s no denying Tesla is one of Read More