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Brexit is a mosquito flying into the windscreen of the Thanos sized spaceship of cv-19. The localisation of global supply chains, the unwinding of...
Funnily enough for someone that owns Tesla stock and is writing on this investor forum, yes I am aware of the stock price. It is still possible to...
People rarely do things out of spite but if you don’t understand how personal relationships drive improved business and policy outcomes then I’m...
Perhaps local health officers would have more trust in Tesla’s ability to protect their staff and prevent further spread, if Musk hadn’t spent his...
Can someone explain to us non Americans what’s going on here? Who has the power to decide here? The state, the county, the city or the Federal...
Lots of excitement about contact tracing. Singapore had one of the most advanced contact tracing models in the world. It also had since the start...
I’ve derisked by almost 90% thanks.
Sorry but you sound like a crank, not a rational investor that anyone should take any notice of.
Why would he do that when he seems to believe the whole thing is a fascist conspiracy to keep the world under house arrest?
The Bitcoin tweet was in reply to Musk’s Overvalued tweet.
Interested to know what those 1000 were. Because what’s happened was in my view totally predictable.
You don’t have to be a virologist to tell him why he’s wrong when he says countries across the world are faking their overall death stats to make...
How are you feeling about this comment now?
Sad to read Curt’s message. To some of us, this storm has been brewing since Musk’s “corona panic is dumb” tweet on 6th March. Because he was so...
And it was politically tough to make the lockdowns harder and earlier, in large part because thought leaders in the media and politics but also...
The bit that sticks in my throat the most is while he castigates Western democracies for their mostly quite moderate and temporary steps to...
Cannot speak for other countries but the UK Office of National Statistics has already published some numbers and they make Mr Musk look like a...
I don’t know anyone that goes to church or believes in Satan? Most just think he’s started to behave like an arrogant child and are not minded to...
This anecdote is not unique. Most of my friends are environmentally conscience and relatively affluent but don’t suffer fools. Musk seems to most...
Good to hear Remdesivir isn’t a total wash. Someone I trust and in a position to know has told me for a month or more that it’s likely to be...
Not to make this the Elon Musk Says Stupid Stuff thread. But every time I look back to Twitter it just gets worse. Validating the views of...
There’s not yet good evidence that presence of antibodies in the blood confers good immunity. Which makes going for herd immunity at this early...
Buy on the rumour, sell on the news...
V shape is not quite yet impossible. It would be nice if it happened but it’s a little fanciful. I haven’t heard much beyond the money printing...
Well there is no counterfactual. If it wasn’t this it might’ve been something else. Or not. My point is only that the USP of her and her fund is...
I am living quite happily thank you very much, despite it all. I do not hold any short or put positions right now. As I disclosed before, I...
Cathie Wood is brilliant at talking her own book and promoting her “innovation” fund. Good luck to her, she’s convinced many here to hand over...
When the (first wave) lockdown is over, what do you expect the world to look like? Do you expect that life will return more or less to normal?...
I cannot speak for other markets as I haven’t bothered checking. But there is a bucket load of inventory Model 3 (including SR+) on the UK site...
Well someone was selling in March, so one assumes there's lots of money on the sidelines
Macros: I know several fairly big money institutional prop traders and brokers who see the flows. They're not a statistically significant sample...
Even if in the passage of time, demographic statisticians establish the mortality rate of CV-19 substantially below the circa 1% talked of by...
Most right thinking people are now well on the road to accepting the scale of the public health crisis. Despite his early very public displays of...
I appear to be back? So where’s TSLA going. Today is that day in the quarter when everyone here likes to look in the rear view mirror at...
I have read his tweets. I have read the quoted paragraphs from his email. It’s clear that electrical & aeronautical engineer / business magnet...
Fremont might or might not escape this shut down instruction. But one has to think any reprieve will prove temporary. The same hard restrictions...
Thanks for your post. It gives me the confidence to refrain from buying TSLA and to continue holding index puts through any market bounce on...
A strong and independent board would be making an intervention against the ceo at this point.
Jeez... Elon Musk telling his employees that they can stay at home if they feel uncomfortable or ill but he will still be coming to work...
Oh well. Following tonight’s UK govt presser that’s me and my entire family in self isolation for 3 months.
On investing...which is after all the purpose of this forum. A couple of strips of Macro puts (Apr/May) have served me well in the last month,...
Wait, are you talking about Trump or Musk?
On Saturday, UK health officials pledged to publish their forecast model so it can be independently analysed by other experts in the field. I am...
It is. That is central to the strategy. But they are not trying to contain because it has clearly already failed across the developed world.
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Some more info on the new UK strategy: Benjamin Kentish on Twitter [ATTACH] [ATTACH] And here is the UK Chief Medical Officer outlining the...
Governments around the world are taking quite different approaches. China performed an authoritarian lockdown. Italy is shutting down the fabric...
Musk is in danger of permanently damaging his credibility if he’s wrong on this. And if he’s not making the proper preparations at his companies,...
As a long term Tesla investor I am sat here contemplating Elon’s words on CV-19 and what lesson if any I should draw from them about my...
They are not useless if they prevent localised spikes that swamp the health system