Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. I do make mistakes, but I try hard to do my analysis thoroughly, and to make sure my data are correct. Remember: the unexpected sometimes happens. The expected does too, but all too often it takes longer than you thought it would.

The Goddess of Markets punishes (eventually) greed, folly, laziness and arrogance. No matter how many years you've served Her. Take care. Be humble. And don't blame me.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Sunday, October 4, 2015

Disruptive technologies: EVs

An interesting article about how EV sales are likely to grow.  Different kinds of buyers buy a new technology at different stages, but--and this is key--once the S-curve has bent upwards, the shift is extremely rapid.  Norway is a good example of this: EV sales are 26% of total car sales now, but a year ago they were just 15%.  Elsewhere we haven't reached the lower flexion point, but it is surely just two or three years away.

Read the rest of the article here.

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