Climateer Investing
In war, everything not censored is a lie.
Friday, July 26, 2024
"U.S. Accuses Prominent Short Seller Andrew Left of Fraud"
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I always wondered why guys like Left got away with, what is on its face, stock manipulation. From the Wall Street Journal, July 26: Citron f...
"Stellantis considers selling Maserati as orders go into reverse" (STLA)
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Part of a bigger suite of changes at the marque collector. From The Telegraph via MSN, July 25: S tellantis is considering putting Italian ...
"The Zombie Mall King Doesn’t Want to Be a Bottom-Feeder Forever"
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Although Bloomborg has reduced or eliminated the use of SEO-optimized headline* we still see ghosts of past glory from time to time. From Bl...
Transmission/Grid: Prysmian Has Received A €450 million Contract From The European Investment Bank (PRY:Milan)
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Time to string some lines.This is the name for transmission cable. Press Release from the company, July 24: EIB provides €450 million to P...
Associated Press: JD Vance Did Not Have Sex With A Piece Of Furniture
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So no coucher for the Veep candidate? From CNN's Andy Kaczynski: AP spokesperson tells CNN’s @oliverdarcy , “The story, which did not go...
Inflation: June Headline Personal Consumption Expenditures Price Index Up 0.1% MoM; Up 2.5% YoY
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From the Bureau of Economic Analysis, July 26: ....Prices From the preceding month, the PCE price index for June increased 0.1 percent (tabl...
Thursday, July 25, 2024
"Salmon’s Getting More Expensive. Blame Bloodsucking Sea Lice"
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From The Wall Street Journal July 23: Atlantic salmon, though unremarkable in size, is a big fish in the culinary world. But producers face...
"Britain’s Crown Estate Post Record Profits on Offshore Wind Licenses"
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From Reuters via gCaptain, July 24: Britain’s Crown Estate, which manages King Charles’ public property, posted a record profit for 2023/2...
Solar: "SunPower’s Meltdown Could Have Wide Impact" (SPWR)
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From Barron's, July 22: Hundreds of thousands of homeowners may need to find an alternate servicers. A number of companies could be affe...
GM Walks Away From Big EV Investments
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From 24/7 Wall Street, July 24: General Motors Co. ( NYSE: GM ) has slowed its electric vehicle (EV) plans. Investors will no longer tolerat...
Earnings: Ford Reports, Stock Gets Whacked 14% Pre-Market (F)
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The company reported after yesterday's close and the stock reacted by dropping ~13%. It was down a bit more than that this morning befor...
Capital Markets: "Yen's Surge Continues, while PBOC Surprises with Another Rate Cut, and US 2-30 Year Yield Curve Ends Inversion"
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From Marc to Market: Overview: The capital markets are in flux. The powerful short-covering rally of the yen and unwinding of carry trades c...
Wednesday, July 24, 2024
Markets: "There's something wrong with our bloody ships today, Chatfield"
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Comment of Admiral Beatty to his Flag Captain at the battle of Jutland after HMS Queen Mary blew up, 31 May 1916. It was the second of his ...
"Tesla Stock Slides 8%. Earnings Had No ‘Razzle-Dazzle.’" (TSLA)
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In late pre-market trade the stock is down $19.97 (-8.11%) at $226.41. From Barron's July 24: The electric-vehicle maker’s second-quart...
U.S. Politics: Who Is Pushing For Arizona Senator Mark Kelly To Be Veep Or Even Prez?
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We're certainly not witnessing a rising groundswell but for whatever reason his name was on the WSJ White House reporter Ken Thomas'...
Capital Markets: "Greenback and Yen Extend Gains"
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From Marc Chandler at Bannockburn Global Forex: Overview: The dollar's gains have been extended today, but in the risk-off mode, and un...
Tuesday, July 23, 2024
Tesla Q2 2024 Earnings Call Transcript (TSLA)
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From Motley Fool Transcribing via Yahoo Finance: Q2 2024 Earnings Call Jul 23, 2024 , 5:30 p.m. ET Contents : Prepared Remarks Questions an...
Tesla Q2 2024 Conference Call And Bullet Points
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Via the Tesla YouTube channel: The call took a while to get going, we cued the video to the 4:20 mark (please Lord don't let that be Mr...
Earnings: Tesla Reports, Stock Gets Rocked (TSLA)
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After dropping $5.13 (-2.04%) during the regular session the stock is down another $16.80 (-6.82%) at $ 229.58 after hours. From Reuters, Ju...
"Suzuki sees India’s automobile market growing fivefold by 2047"
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That's a pretty nice growth rate for a mature industry, 7% or so per annum. From the Japan Times, July 22: India’s car market is on trac...
"Japanese carmakers ‘very scared’ by China’s rapid EV development"
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Former Alphavillain David Keohane along with Kana Inagaki, reporting from Tokyo. From the Financial Times, July 20: Japanese carmakers a...
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