Lofty valuations for Tesla are at risk Published by Hilliard MacBeth on Jul 25, 2025 Tesla: Lofty Valuation, Slipping Fundamentals Tesla still carries a sky-high valuation — more than 100 times its projected profits. That kind of multiple has only shown up a handful of times in history, and only for a few companies. So, do the fundamentals... Read more
China’s auto industry is about to crush the competition — and Ford’s CEO knows it Published by Hilliard MacBeth on Jul 18, 2025 Chinese automakers are rapidly dismantling the global pecking order—and there’s growing evidence they’re about to take the top spot. Ford CEO Jim Farley has issued a stark warning: many Detroit automakers might not survive this existential threat. Take... Read more
Tariffs miss the mark on U.S. copper Published by Fraser Betkowski on Jul 11, 2025 Copper prices surged this week after Donald Trump announced a 50% import tariff starting August 1, aiming to boost U.S. self-sufficiency. But for copper, the move is more optics than impact — it won’t kick-start domestic output anytime soon, and manufacturers... Read more
Clean energy reclaims market leadership Published by Fraser Betkowski on Jul 04, 2025 At the start of the year, the narrative was straightforward: fossil fuel producers stood to benefit from supportive domestic policy, while clean energy—out of favour politically and commercially—looked set to lag. Markets had priced in a resurgence in... Read more