While you make some good points, I'm a fan of Harry Dent's and noticed he is a TalkMarkets contributor as well. I wonder what his reaction to this article will be. Would like to hear his rebuttal.

I'm not finding independent info on Seth Klarmans position in Mast mentioned in this research blog post. Anyone finding this?

Why? don't you think $AAPL would rather have its stuff in every high end car manufactured on the globe? Why limit to $TSLA?

I would hardly call a sector with sluggish construction hot.

Lol, you are probably right.

I'm also curious about this. Did he ever give you the answer?

I too say good riddance to the Taxi system! But they have a strong lobbying group, I don't know if 5 years is enough time to see an end to this system. And there definitely needs to be more regulation to the Uber/Lyft model. the increased regulation will increase the cost.

Instead, taxis should create their own app to make it easier for cabbies and riders find each other and compete that way.

Thanks for the thoughtful response. You are a good writer. Do you publish here as well? You should write more frequently, I'd follow your blog.

And what is the reality?

In the 1920s the Greek currency collapsed, many people lost their savings as paper became worthless. Those who converted to gold survived.