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Q: Hi Peter and crew. I know that US tech companies are "not in your wheel house" and I also know that you have great insight. so I am interested in your opinions on the following.
I am watching that both Rivian and Global Foundries Inc. are applying to the SEC this fall to go public. Both appear to be in a good space for long term trends/needs. I am interested in long term investing in these companies when they come to market.
Thoughts?
BTW - Peter, Loved the article in the FP about your father-in-law. Maybe the 2 above companies will give him " the action" he is looking for!

Read Answer Asked by JORDAN on September 21, 2021

Q: Suggestions on how to invest to benefit from Bidenís proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).

Read Answer Asked by John on September 14, 2021
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