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Many thanks!

138 pages is a little daunting, apologies if already answered. Just got my powerwall (and 3.5kw panels). I don't have an ev or charger. I had assumed I'd be able to get Octo Intellgent but they said I'm not allowed to because I don't have an EV? And instead want to push me toward Flux...

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 easy international travel and the biggest demand shock in recorded human history have already now happened. Who cares about Brexit? CV-19 is also...

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 believe that Musk’s current behaviour is a long term drag on the company’s valuation. It surprises me how few people here are able to recognise...

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 not sure I’ll be able to teach you. Elon has had an abysmal cv-19 crisis from the perspective of company pr, employee morale and his handling of...

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 time on Twitter and in employee communications making out that cv-19 was nothing to be worried about (less dangerous than driving to work), promoting...

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 government? Is Musk breaking an order here and daring authorities to prosecute? Or are there no statutory instruments in place for Tesla to breach? If...

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 of Feb onwards quite strict social distancing measures, work from home requirements, a culture fully at ease with masks getting centrally distributed...

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 it look like there are higher society deaths than in reality. But many experts in their field have told him. And he’d still prefer to listen to the...

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 obviously wrong even then. I made a year’s income that week from buying a small amount of Dow puts. While I was doing so, I comforted myself that the...

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 including figures such as Musk, were telling people the whole thing was no big deal. Still, most mornings I see my 3-year old’s eyes filled with...

The bit that sticks in my throat the most is while he castigates Western democracies for their mostly quite moderate and temporary steps to protect the most vulnerable, he continues with the hero worship of the Chinese Communist Party. Who locked down the better part of a billion people at the...

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 fringe politics lunatic. “Excess deaths from all causes stand 16,952 above the seasonal average across the UK since fatalities from Covid-19, the...

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 drop £40k on his product when the advertising tells them there are alternatives “coming soon”, when “soon” might be a time they’re less worried for...

This anecdote is not unique. Most of my friends are environmentally conscience and relatively affluent but don’t suffer fools. Musk seems to most of them as as “unhinged”, “an egotist”, “intensely dislikable” and most cuttingly of all: “more Thanos than Captain Planet”. These are people that...

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 useful to some extent but not a silver bullet and won’t change the game by itself. Social distancing here to stay at some level until the vax. It puzzles...

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 “Melissa A” and highlighting them to 33 million people... “The scariest thing about this pandemic is not the virus itself, it’s seeing American so easily...

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 stage a pretty brave strategy. Seeing Musk on Twitter today, if I was Chairperson of the Board I’d be pretty tempted to yank him off the field for the...

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 argument. And it’s not obvious to me why printing gets services industries through an indeterminate period of social distancing and how it gets the...

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 as something resembling an optimistic contrarian. Kathie still beating the drum for a V-Shape recovery should be seen in this light.

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 already made my money for the year from index puts, at a time when most here were cheering Elon for his tweets and company emails that Coronavirus was...

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 management fees and hopefully she makes them some money. It wasn’t very many months ago that she was turning logic on its head talking about how this...

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? Social distancing measures may need to remain in place 'indefinitely', government experts believe The rosy estimates I see on this website seem to be...

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 for immediate delivery, both new and used. I find it bizarre that anyone can think we won’t see substantially lower demand for Tesla’s cars, given the...

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 but they all report to me that a) the recent market rally is the mother of all short covering rallies, b) long term money like pension funds are not...

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, you need to explain how you think a V-Shaped recovery will materialise given the hydrogen bombs that have already been detonated in the world‘s...

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 Denial and Anger, even Donald seems to be getting there. Without hard intervention we were likely looking at world war level casualties. In some less...

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 deliveries just achieved. But to look forwards, first a macro perspective: The British Chamber of Commerce represents 75,000 British businesses, ranging...

I have read his tweets. I have read the quoted paragraphs from his email. It’s clear that electrical & aeronautical engineer / business magnet Elon Musk thinks he knows better than the world’s leading virologists and healthcare policy practitioners. Why should we be giving him any credibility at...

Fremont might or might not escape this shut down instruction. But one has to think any reprieve will prove temporary. The same hard restrictions being put in place on Europe will end up being rolled out in the US too, it’s just a matter of time. If this is a month long shutdown then Tesla will...

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 Tuesday and Wednesday. You are not an outlier here so feels like there is still a big chunk of the money that has not yet reconciled themselves with what...

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 regardless. Refers to Covid-19 as a form of the common cold. This is to be honest reaching the point where I am having to completely recalibrate my prior...

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, providing some extra personal financial buffer through this crisis. A pivot out of equities into sovereign bonds and USD late 2019 and quite...

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 not aware of any other health authority yet doing so? In any case, we will get to see whether Elon Musk is the only person in the world not “dumb”...

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.

Some more info on the new UK strategy: Benjamin Kentish on Twitter And here is the UK Chief Medical Officer outlining the strategy. If you have mild symptoms, stay at home for 7 days. Only seek medical attention if your symptoms progress to serious. Meanwhile at this point, no forced...

Governments around the world are taking quite different approaches. China performed an authoritarian lockdown. Italy is shutting down the fabric of its entire civic society - evening restaurants, football, schools, non-food shops. Singapore is doing highly targeted contact tracing of each case...

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, he runs the risk of setting them back years. All very puzzling and concerning.