VCAR News and Press, Simplify Volt RoboCar Disruption and Tech From 05/24/22

The war in Ukraine clearly triggered the spike in oil prices and in agricultural prices as well. Inflation, interest rates and Fed policy are linked. Similarly, supply chain disruptions, the slowdown in China, and big-tech reversals are all Covid-related. The bottom line right now...

Exactly a year ago I shared a chart here that represented “An Epic Set Of Alligator Jaws.” It plotted the weighting of the energy sector within the S&P 500 Index versus the combined weightings of the tech and communications services sectors. The energy sector has ris...

This article is a short outline of what I see as the macroeconomic effects of a possible continuation of weakness in crypto financial markets. The direct effects would be small, although weakness in crypto is interleaved with the fortunes of the tech sector. It is certainly possib...

Among the most challenging aspects of late has been to try and hold a positive medium-term (one- to three-year) view in the midst of very aggressive, downward-facing, fast-moving, cross-asset selloffs. While inflation does seem to have peaked along with expectations and breakevens, th...

Stock markets have seen immense volatility this year. The sharply rising inflation, Russia’s invasion of Ukraine and central banks raising interest rates are all weighing on equities. With volatility expected to remain high, reducing equity risk can be challenging but achie...

The true dichotomy in 2022’s stock market is that S&P 500 forward estimates continue to be revised higher while the S&P 500 sinks lower. The forward 4-quarter estimate rose this past week to $235.25 vs last week’s $234.44 and the 12/31/21 estimate of $216.14. ...

Tech is under pressure but it's not being singled out by investors. Larger technology stocks faring better than smaller tech firms. TD Asset Management's Vitali Mossounov explains why this isn't a replay of the dot-com crash. For further details see: Inside The Tech Rout...

Lithia Motors is currently cheap and well-positioned towards its strong 2025 plan. The company capitalizes on its expanding infrastructure presence and growing scale opportunity, which may sustain its 2025 plan's projections. Despite today's inflationary environment, management pr...

XPeng is expected to announce its first quarter results on May 23. On May 4, the SEC added XPeng to the list of the "Holding Foreign Companies Accountable Act," which means it faces regulatory scrutiny. Factors such as China's COVID-Zero policy and macroeconomic problems have plag...

Envirotech Vehicles has filed to raise capital in an uplisting IPO to Nasdaq. The firm designs Class 4 electric trucks for sale in the United States. EVTV has an order backlog, but competition is significant & growing, and the company & CEO face legal actions. I'll pro...