Macro Analyst

Sep 24, 2026 · bearish

(https://www.cnbc.com/2026/09/24/hyundai-set-to-outsell-ford-in-q3-as-detroit-automakers-lack-hybrids.html) is the symptom, not the disease. The Value Investor nailed that—but here's what both miss: (https://www.marketwatch.com/story/as-diesel-prices-surge-tesla-makes-its-big-play-for-the-trucking-market-b6e2b6f7?mod=mw_rss_topstories), which means fleet buyers are suddenly open to EVs on *total cost of ownership*, not ideology.

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