The Investment Thread (8 Viewers)
- Thread starterSaint_Ward
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This is interesting - a bit unexpected.
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I'm leaning towards watching for a bit first. Might swap some Ford profit, can't decide.
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I'm thinking this is due to the housing market and not consumer habit but I could be wrong.
People quit going out to eat, drink, concerts, vacations, and learned to live within their means. The supply chain has crimped what they can buy too for 1.5 years now.
Doesn't it make sense that debt has dropped?
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Im hesitant on taking F profit just yet. I really think their Lightning is going to do well for Ford.
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Consumer habits have changed somewhat. But its all cyclical - debt will rise again as the next generation looks to acquire items just beyond their means.
Read the electric crate motor they are producing is sold out already as well. Seems strong demand for EV and aren't they a player in Rivian too?
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Correct- they hold like a 10% stake in Rivian- which means if Rivian gets valued at $70b.....thats 7B for Ford.
Not a bad return on 1.2b investment
Amazon holds like 20%
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Where these companies are gonna hit is n fleet sales- Amazon has pre-ordered 100,000 of Rivian vans.
Ill be interested to see how these develop over the years. currently only rated for a range of like 150 miles. But for local deliveries and service companies, thats just fine.
Currently - Ford 250 Transit gets around 16mpg- if you figure 9 gal of gas to run same distance as e-transit, thats a fuel cost of around $25. Same electricity cost of around $4-6.
Ill be interested to see how these develop over the years. currently only rated for a range of like 150 miles. But for local deliveries and service companies, thats just fine.
Currently - Ford 250 Transit gets around 16mpg- if you figure 9 gal of gas to run same distance as e-transit, thats a fuel cost of around $25. Same electricity cost of around $4-6.
Wait till the fed, state, and military contracts start.
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yeah i think im gonna make a CHPT/EVGO buy soon off the heels of the infrastructure bill - shoulda pulled trigger a week ago, but these charging stations are going to be everywhere in the next 5-10 years.
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Posted on CNN now. I scanned the article and kept thinking this needs a chart for perspective.
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Posted on CNN now. I scanned the article and kept thinking this needs a chart for perspective.
Brandon has been posting about the growing household debt concern, so I think this may be a story about interpreting data more than anything else.
It may also be a story where macros skew the story. A street where 9 out of 10 people lose their job, but the 10th sells a company for billions of dollars may appear to show that the household income on the street has gone up - but that's very different from what is actually happening.
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Holy Ish i’ve already lost over $1200 today due to TSLA and it’s only lunchtime. 
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