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  1. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    ****. He’s one of my favorite human beings on this planet.
  2. D

    Vehicle 2 Grid yet again

    It just seems like utilities would find it more beneficial to pay the upfront cost to build their own large battery systems rather than pay a premium over time to pay V2G producers. Usually it’s the little guy who doesn’t want to pay large upfront costs—utilities can surely get cheap loans. It...
  3. D

    Coronavirus

    I’ve heard of a hospitalization rate, which is way more meaningful than a CFR for the purposes you’re mentioning.
  4. D

    Coronavirus

    agree IFR is extremely unlikely to be as low as .27%.
  5. D

    Coronavirus

    Influenza is one of the best seasonal diseases we have to compare to. Agree it varies year to year; on average over time it is somewhere around .1%. I think it is worth pointing out that covid-19 actually is meaningfully more deadly.
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    Coronavirus

    The dismissal of CFR buys me the fact that it is a bullshit number that doesn’t accurately tell you how deadly a disease is and is causing more harm than good to even bother mentioning as it is so absurdly different than the actual meaningful IFR that people should actually care about and be...
  7. D

    Coronavirus

    you’re correct that I mean IFR; primarily because it is actually a meaningful number whereas CFR doesn’t mean dick and shouldn’t even ever be uttered.
  8. D

    Coronavirus

    So many of you don’t understand why that 1.6 million number is absurdly low from actual cases and you shouldn’t be making such ridiculous claims.
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    Coronavirus

    It’s more than likely at least twice as deadly as .25%. Hard to say exactly given different age distributions of population and how healthy various populations are but I’m still seeing around .5-.6% fatality rate across all infections amongst the entire population. More than likely at least 5...
  10. D

    Coronavirus

    NYC infection rate is almost surely above 20% already. Coronavirus Has Infected A 5th Of New York City, Testing Suggests
  11. D

    Coronavirus

    you forgot to include your essential oils
  12. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Turns out more people have coronavirus when you test more people for it ;)
  13. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think it may be an autistic response happening. I occasionally go through them.
  14. D

    Coronavirus

    And it begins Rob Gill on Twitter
  15. D

    Coronavirus

    My pain point is people / professionals fear-mongering with 2-3% mortality rates or higher are idiots.
  16. D

    Coronavirus

    example A of someone who thinks they are smarter than they really are
  17. D

    Coronavirus

    did you just suggest that the article said they divided it by total population? And you say that I’m the one that needs to read the article again?
  18. D

    Coronavirus

    Oh look, new data out of NY that is suggesting an overall fatality rate of around 0.5%, just like I said not too long ago that people disagreed with. Bloomberg - Are you a robot? (this number is still bad, but the people suggesting 2% or higher aren’t as smart as they think they are)
  19. D

    Coronavirus

    my greatest worry now other than those getting sick of course is the general populace essentially revolting due to their lifeblood being forcibly cut off. Prior to this I was concerned about overwhelming the health care system but not so much now. I don’t think there has been enough care or...
  20. D

    Coronavirus

    people with little to no income or savings are running out of options
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    Coronavirus

    sorry I didn’t mean based upon your visit there. Just based upon the the numbers being thrown out there in various studies and data available to us everywhere. I firmly don’t believe it is near 2% like some I’ve read.
  22. D

    Coronavirus

    I took the name after watching War Games as a kid
  23. D

    Coronavirus

    Im speculating a worst case with no social distancing or lockdowns taken and no further improvements in treatments, that the US as a whole would experience 1-2 million deaths.
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    Coronavirus

    Based on the data, what is your estimate of the mortality rate for all cases across the entire population?
  25. D

    Coronavirus

    yeah you can play with the number of how many people will contract it (it will be some high percentage) and the likelihood of having any decent better treatments than what we have today in a reasonable time, and your number of deaths should look very bleak indeed. Even worse if we took no social...
  26. D

    Coronavirus

    Admittedly, both the mortality rate and just how contagious this thing is ended up being worse than I originally thought. I also did not foresee the issue of hospitals not being able to handle the peak number of patients in their care. But with all the numbers being thrown out there by people...
  27. D

    Tesla Investor's General Macroeconomic / Market Discussion

    What happens next in these next months? :)
  28. D

    Coronavirus

    i think around May 10 we should see very few daily new cases in the US. I’m not about to try and suggest proper economic or health policy though. I worry about a second wave.
  29. D

    10x Stocks

    I still think Slack (WORK) has a pretty decent shot.
  30. D

    Coronavirus

    Exactly same thing I was thinking. Except I think it will be a bit lower than that even.
  31. D

    Coronavirus

    I’ve had a very strange sickness too for a very long time. But I don’t remember the last time I had a fever. I had strange shortness of breath starting in late feb or early March, then starting having strange chest pain that would show up in different areas of my chest day to day. last week I...
  32. D

    Coronavirus

    I was just wondering yesterday when we’d surpass that. And then you start to wonder where money would be better spent by humanity. And then you get depressed.
  33. D

    Help Elon with the ventilators

    “don’t let perfect be the enemy of good”
  34. D

    Coronavirus

    I’m not super worried it would kill me off but more concerned about me possibly spreading it to others that are more vulnerable. If I survived mono a few years back I feel I could survive any virus now (that was absolutely terrible). And yes worried about being stuck on the boat quarantined as...
  35. D

    Coronavirus

    I’m supposed to fly down to Florida with my family and go on a 5 day cruise in the Caribbean in a few weeks. Does the TMC hive mind think I’m crazy to go? :)
  36. D

    trading

    Meant equities, sorry
  37. D

    trading

    Looks like $650ish was the right call after all. No reason why it shouldn’t at least revisit $900 to me. I’d say more likely than not it goes to $1000+ unless Coronavirus gets even worse from here. I went heavy long on securities on Friday as I’m currently optimistic on Coronavirus progress...
  38. D

    Coronavirus

    not to be mean but if you don’t understand why then there is not much hope in me discussing this with you
  39. D

    Coronavirus

    yup.
  40. D

    Coronavirus

    To me it is obvious a lot more people have it than what ends up being reported and recover on their own. And it is obvious a lot less people end up dying from it than the quoted 2% or so. Not to say that it isn’t deadly obviously but not quite as bad as most believe. Let’s hope there is still...
  41. D

    Market politics

    I can’t think of any politician I’ve truly respected since Eisenhower :)
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    Shorting entire market. Proshares ETF. WTF?

    I often buy SH or PSQ when I think the market may go down soon.
  43. D

    trading

    There’s $650 I had been looking for. Looks good from a chart perspective. Can’t say with a straight face that Coronavirus sell off is finished yet though. Might be worth the gamble here. If not, then $560 likely next support.
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    Market politics

    huh does Gundlach really believe that? it seems obvious to me its mostly coronavirus. I actually believe SOME of the market selloff could be Bernie, but come on..
  45. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Charlie Munger is super butthurt about it too I think.
  46. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Any particular reason why? What did I miss?
  47. D

    TSLA "Almost a Mass Psychosis" -- Lutz

    Lutz and others aren’t taking into account the market is pricing in the probability of Tesla having an autonomous driving network in the nearish future. And that other manufacturers are unlikely to be able to compete with Tesla’s BEV margins in any respectable timeframe.
  48. D

    trading

    Interesting the candle back down to $650 didn’t complete. Not what I would have expected. If we get a drop after Q1 deliveries I’ll probably buy some calls.
  49. D

    Programming Language Wars: Python/C/C++ et al.

    I was first taught Scheme. A superb language for learning some core concepts of computer science (not so much engineering). But then after C and Java and some others I learned Perl and the rest is history :)
  50. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    that’s why I qualified it depending upon timeline. Similarly, cybertruck may end up stealing my model y purchase. I was going to wait until 7 seat model y was available. If it were 1-1.5 years or something longer than that then I’d hold off. I’m not the type to have a vehicle for only a few...