CSLA – Look To Mobileye Instead Of Tesla

Research firm CLSA has a lot on its mind. In a rambling July 1 “Bits & pieces” compilation of charts and thoughts from their employees around the world, they take a mostly bearish view of the economic world. Regarding central bank stimulus, they wonder “if the drugs still work.” In this regard they look at Brexit and think the sell-off might not have been based on fundementals, but was sending a different message about monetary pandering. In regards to Tesla, in the news of late on several occasions, they raise serious questions about the company’s recent merger between Tesla Motors…