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Darius McDermott: The two-speed commodities play

Longer-term we’d argue the case for commodities remaining strong. The move to renewable energy has been accelerated by the war in Ukraine - this is going to require a huge amount of electrification which should increase demand for copper and other commodities.

Tesla Needs a Lower Cost Model

Tesla needs a lower cost model without all the fancy features and without a frunk to be the robotaxi vehicle so that consumers can buy it now and use it as a robotaxi in the future. Here's why.

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Tesla Needs the Boring Company for FSD and Robotaxi

Tesla is going to succeed one day with FSD and autonomous vehicles. When this happens, the roads are going to get more congested as more people want to utilize this. Here's why The Boring Company will be essential to Tesla's FSD success.

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