Category Tesla

Consumption is the crisis. Market doesn’t get it!

Consumption and a cost-of-living crisis are upon us, but markets blithely assume it’s all upside to 2023. The risk is not a massive crash, but growing realisation the global economy has peaked, needs a period of normalisation and a reset after the madness of the last decade.

Peak Musk? The Bubble is bursting. And some thoughts from the front lines of the NHS!

Never hold a referendum unless you can be sure of the result. Musk has broken the Cameron rule, and leaves himself exposed and looking foolish. It may mean we’ve passed Peak Musk, and the bubble around his extraordinary assent has burst. And, as Nurses stage a second strike day, some thoughts from an NHS A&E department.

Leverage, Liquidity and Volatility – the three pale riders of value destruction

“Leverage, Liquidity and Volatility upturn markets, triggered by policy mistakes, ignorance, hubris or plain getting it wrong. These are dangerous times as multiple issues threaten confusion – so some simple market mantras might help!”

Guest Post: Miles Morland – How Green is your Telsa

Markets and Politicians share many common traits – they over enthuse on the upside and fail to grasp hidden costs and dangers. The Morning Porridge is resolutely in favour of climate change mitigation, but the current headlong plunge into renewable energies and lithium batteries has the potential to end up an environmental and market disaster.