Recent content by [email protected]

Thanks! Right! thanks! Hey, Mule, should I keep my 16 X or get a new one? Love it, but, O so yesterday.....

Nice!

In 2018, Elon said that Tesla was a dozen or so start ups having little correlation to legacy auto. Comments about my list, please: Chip design Supercharger design/build/manage Motor and drive unit design/build Insurance design/build Sales Autonomy design/build/manage Factory design/build...

Gentlepersons: Using Nexen Nferas on my 2016 X Electra. Came with Contis that died rather quickly (all the way into the steel belts at 24K on the inboard edge of the rears). The second set were Nferas that held up much better at a very reasonable price from Walmart (about $163 tonight)...

Tony Seba has his opinion, and everyone else on this thread is entitled to theirs. A slightly peripheral point: I use my ancient 2016 X autopilot a lot on the freeway. Many times while doing so, I have been startled to realize pretty much everything I have thought about a car: fashion...

Tony Seba thinks the number of cars sold will plummet 80 percent or so, soon....

Cali going ICE free soon????

A comment from the cheap seats: in essence, two factors drive TSLA's value: TSLA's full spectrum, unequaled performance with all that that implies (and it implies a lot!), and the market's consistent negative mis-pricing of its value. But for that consistent mis-pricing, my port would not...

Recently, Russia began supplying vast amounts of NG to China via the Power of Siberia pipeline. This connects the vast natural resources of Russia with the energy intensive consumption in China that aspires to be, and maybe already is, the manufacturer of choice for the world. A second...

China and Russia, and about 70 other countries are partners of varying degrees in One Belt, One Road...what has been characterized by some as thee most ambitious, largest development project, ever. China’s Massive Belt and Road Initiative US foreign policy has ensured that the US is excluded...

Macros: the facts seem to confirm Tony Seba's prediction of the rapidity of EV adoption so far: here is a recent (COVID 19) talk: He makes a compelling case for log scale adoption. Cathie Wood makes a good argument for TSLA's outsize share of that adoption in the near term (and the major...

We test drove on 7/14/13 in Palo Alto, and were sold halfway through the drive. In addition to the driving qualities, there are the obvious anomalies that under pin any financial analysis: ICE engines waste 50-60 per cent of thermal energy whereas electric waste very, very little; ICE...

I know, hold your nose at this...and we had to have some Space X equity, if tiny, to add to our mightily and obscenely overweight TSLA position, so...bfgfx.....

Hi Frank: I bought a commercial building in California in 2018 using a Fidelity taxable account as security (margin). The best 504 rate I could find was 7.25%, so F___ that. I have IB accounts, and Fido matched the rates. Just checked and am paying 2.125%. I told Fido what I needed, and...

I have an amazing 2016 X that gets better from time to time. I can answer the "How to sue Tesla?", but no idea why someone would want to. Most of the Tesla issues I know about have to do with youthful exuberance, or rapid growth, but not a trace of willful deceit or cynicism...As a veteran of...