Recent content by Macro Slayer

Every time I see Mark Speigel's name I think of Schmeigel because he kind of looks like him too. He just released an article on value walk highlighting his Tesla short position. It is comical because the crux of his short thesis is that he doesn't like or trust Elon Musk. He has admitted this...

I think we are at the tail end of the current business cycle with a recession looming. There are a lot of tells and this can all be debated. In my mind the fact that the super cycle bond bull market has come to an end is the biggest tell. My thinking is just simply, if Tesla isn't FCF positive...

I've been trolling here for quite a while. Been hesitant to post while I held a short position. Haha. I'm a retired software exec and right now I run my own money. I have a small shop with 2 analysts. We use and interesting combination of technical analysis and sentiment data we mine and...