Thanks for your comment.

Both BMW and VW are eating market share in the EV market. The competition, which barely existed a few years ago, will be fierce in the coming years.

Shorting is a delicate practice. Requires not only identification of companies with too high valuations, but also timing. Depending on the stock, borrow costs can also be significant, making correct timing even more important.


I’m an economist doing policy design and analysis. I write about the economy, taxation, innovation and growth, policy design, and financial markets.