Jumat, 05 Agustus 2016

Tesla Note: Dealerships and Inventories

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Mike Smitka One point in my critique of Tesla's flawed business strategy is that by engaging in direct sales it uses up precious cash. F...
Sabtu, 30 Juli 2016

Predicting SAAR, Deconstructing SAAR

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Mike Smitka As an economist, I avoid the prediction game. I am also wary of reading much into a single month's data. What an economist c...
Selasa, 26 Juli 2016

Book Review: Nick Kachman's Paint it red

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Mike Smitka Nicholas Kachman, GM: Paint it Red. Paperback. Buena Vista, VA: Mariner Publishing, 2015. Businesses fail all the time, indee...
Senin, 25 Juli 2016

Clearing the Smoke on Tesla Deux

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Mike Smitka While Tesla the car company continues to burn through cash, Elon Musk is touting a capital-hungry vision of integration of his m...
Jumat, 01 Juli 2016

BEVs, AVs, Mobility 2.0: Disrupters?

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Michael Smitka, Professor of Economics, Washington and Lee University Judge, Automotive News supplier PACE Awards The media are enamored of ...
Rabu, 04 Mei 2016

When Detroit looked like Silicon Valley

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Mike Smitka Autos are today a hi-tech industry; more on that in subsequent posts. The same was true circa 1900. A quick window on the contem...
Selasa, 26 April 2016

Another fracking Saudi conspiracy story, or Chapter 11 is a marvelous invention

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Mike Smitka Let me revisit a topic that matters a lot to the auto industry, what's happening in the energy sector. Frank Gaffney, of th...