All Work

Austin Smith

US Steel (NYSE: X) Is in Trouble

: U.S. Steel is struggling financially and needs a buyer, with Nippon Steel offering a potential solution. The Biden administration is likely to block the deal, citing national security concerns. Without the buyout, U.S.…

Austin Smith · 2 years ago

The House Republicans Who Could Do the Most for Ukraine

: Influence on Policy: Bipartisan reps crucially impact military funding and global conflict responses. Bipartisan Index: Measures cross-party work in Congress, with some limitations. Notable Figure: Brian Fitzpatrick is the most bipartisan House member,…

Austin Smith · 2 years ago

Ford’s EV Struggles: A Reality Check on Electric Ambitions

Key Points: F-Series pickups account for 38% of Ford’s U.S. sales, far outpacing EV sales. Ford is heavily incentivizing EV sales, but adoption remains slow. Toyota’s focus on hybrids is proving more successful than the…

Austin Smith · 2 years ago

Ford’s Cut and Run Makes Sense This Time

Key Points: F-Series pickups account for 38% of Ford’s U.S. sales, far outpacing EV sales. Ford is heavily incentivizing EV sales, but adoption remains slow. Toyota’s focus on hybrids is proving more successful than the…

Austin Smith · 2 years ago

Another EV Industry Domino Falls Over

: Volvo backtracks on its all-electric goal, now aiming for a majority electric fleet by 2030. Challenges include a lack of charging infrastructure and consumer hesitation. Tesla and Chinese EV makers are the only…

Austin Smith · 2 years ago

This Looks Like Buffett’s Next Major Buy

: Buffett sold large stakes in Bank of America and Apple, boosting his cash reserves. He may focus on investing in the insurance sector, especially Chubb. Likely waiting for a market dip to make…

Austin Smith · 2 years ago

The Nvidia Phenomenon: Unprecedented Growth and Potential Risks

: NVIDIA’s growth depends on five major customers, accounting for 50% of sales. Any pullback from these customers could severely impact NVIDIA’s revenue. Broadening the customer base is crucial for NVIDIA’s stability. With the…

Austin Smith · 2 years ago

The Retail Rollercoaster: Winners, Losers, and the Economic Red Flags

: Mixed retail performance: Walmart thrives, while Dollar General and Nordstrom struggle. Inflation heavily impacts lower-income shoppers, hurting discount stores. Consumer caution may extend to middle-class retailers, signaling potential economic trouble. One of the…

Austin Smith · 2 years ago

Intel’s Struggles: From Chip King to a Company on the Brink

: Intel is considering breaking up amid struggles and declining market position. Morgan Stanley has been hired to protect against activist investors, with rumors of Qualcomm interest. Investors face uncertainty as Intel’s future direction…

Austin Smith · 2 years ago

Microsoft Could Deliver a Knockout Punch to Nvidia (Nasdaq: NVDA)

: Nvidia’s growth depends on five major customers, accounting for 50% of sales. Any pullback from these customers could severely impact Nvidia’s revenue. Broadening the customer base is crucial for Nvidia’s stability. With the…

Austin Smith · 2 years ago

The Sausage Index Spells a Stealth Recession

: Mixed retail performance: Walmart thrives, while Dollar General and Nordstrom struggle. Inflation heavily impacts lower-income shoppers, hurting discount stores. Consumer caution may extend to middle-class retailers, signaling potential economic trouble. One of the…

Austin Smith · 2 years ago

Intel (NASDAQ: INTC) Is a Dead Man Walking

: Intel is considering breaking up amid struggles and declining market position. Morgan Stanley has been hired to protect against activist investors, with rumors of Qualcomm interest. Investors face uncertainty as Intel’s future direction…

Austin Smith · 2 years ago

The Cyprus Dispute: A Major Source of Tension in NATO

Key Points: Cyprus Conflict: Ongoing division between Greek and Turkish parts of Cyprus is a key NATO tension. Aegean Disputes: Greece and Turkey face unresolved maritime disputes, risking conflict. Diplomacy Needed: Resolving these issues requires…

Austin Smith · 2 years ago

Rising Populism in Europe: Challenges for Ukraine’s NATO Ambitions

: Populist Shift: Italy, Netherlands, and Germany’s move towards populism complicates Ukraine’s NATO bid. Internal Disputes: Tensions between NATO members, like Germany and Poland, create friction. Brexit Impact: UK-Spain disputes over Gibraltar add to…

Austin Smith · 2 years ago

Ukraine’s Path to NATO: Navigating a Complex and Uncertain Landscape

: NATO Membership Unclear: Ukraine won’t join NATO during the ongoing conflict. Political Shifts: Changes in member countries’ politics may decrease support for Ukraine. Growing Skepticism: Domestic concerns in NATO countries add uncertainty to…

Austin Smith · 2 years ago

Divisions Within NATO Over Ukraine’s Membership: A Complex Debate

: Ukraine’s NATO membership faces resistance from Germany, France, Hungary, and Slovakia due to conflict concerns. Hungary and Slovakia are blocking aid and opposing NATO membership for Ukraine. Internal politics and future elections, especially…

Austin Smith · 2 years ago

Turkey’s Balancing Act: NATO, BRICS, and a Complex Foreign Policy

: Turkey’s interest in BRICS complicates its NATO relationship but focuses more on economics than security. Controversial actions, like buying Russian defense systems, have strained Turkey’s ties with NATO. Despite issues, Turkey’s strategic importance…

Austin Smith · 2 years ago