Stocks
- Based on what was mentioned, another hike of 50 or 75bp will happen prior to next meeting in a few weeks time.
- Tesla released deliveries for q2, based on YoY growth of 26.5% so to meet the 50% YoY growth, next 2 q have to average 420k to hit 1.3m total deliveries for 2022.
- Media claims BYD have overtaken Tesla in terms of BEV sales but truth is they included their light hybrid vehicles as part of their total sales thus are they truly the first in sales?
- Sales doesn't mean anything if their profit margin aint high enough, similarly to other producers, every car sold equals a loss in profit.
- Share price have been consolidating in the 690s range and I did manage to buy some at 671 and 656.
Life
- Going into darts after badminton hype and officially bought a set of darts to play.
- Coe has reached ATH again at 110k for cat B but fuel prices have dropped which is good, hope it stays that way... PKL
Cool Pic from TOSG. where's Elon?
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