My first boss in Thailand , a Chinese guy who had left China in 1947, told me "you're always harder on your own family because you always want your children to be better than you are". I never forgot that.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Same here. Just convinced a coworker in South Lake Tahoe, CA, (about 3.5 hrs from Fremont) on Friday to place an order for Long Range Model Y without options. Given October as a delivery window.
That's really hard for me to believe and if true, actually makes me think they're behind on their plans for the Y verses the Cybertruck being ahead of schedule. Elon has all along said that there would be some Cybertruck make this year, just in low volume.
Krugerrand
Meow
I don’t know that Delta is overblown, especially considering the information I get from my ICU nurse friend, but I remind everyone how Tesla performed last year and continues to perform; with agility, tenacity and always keeping their eye on the mission.
They don’t call it dumping, they call it pricing based on long term cost projection to maintain price stability.
I definitely understand the reasoning....it's not the construction workers. It's a black eye and embarrassment for Germany Government officials. This was their chance to show the world that the could get out of their own way when it came to bureaucracy and really work with companies, especially companies with the next generation of technology.
And they've pretty much failed at that. Frivolous lawsuit after the next one and the next one.....when it's clear the lawsuits are stalling tactics. It would (and should) scare away any company that wants to invest there that is competing with local German companies.
Sorry when I talked about interest rate I mean fed rate, not average avaliable interest rate.This is actually not even a real situation, in the US, that is:
us-interest-rates
US bank has a mini-primer:
The old FT column, presented in the Financial Post suggests the zero interest rate-risk acceptance thesis:
How do interest rates affect investments?
Understanding how federal reserve interest rate changes affect investments can help you better diversify your portfolio. U.S. Bank explains the impacts.www.usbank.com
lessons-from-japan-early-experience-of-ultra-low-rates-now-relevant-to-investors-around-world
Globally there has tended to be a movement fo funds from lower net interest rate environments to higher net interest rate environments. There are always multiple factors involved and a single aspect does not rule. That is, if inflation is ignore a zero rate environment seems clear enough but is not. Nearly every zero rate environment has been associated with asset deflation. The asset deflation often can act to depress securities preferences. Realistically, simplistic characterization of monetary policy are never valid, except by coincidence.
For Tesla the effects of such an environment are most likely to be associated with a decrease in sales volumes because of the underlying economic stagnation that usually is associated with ultra-low real interest rates. The impacts are quite complex. They usually do not yield direct positive impact on stock markets because of all that uncertainty, and uncertainty depresses fixed asset purchases.
Tesla will do best with economic stability. Most businesses tend to perform that way also.
Zero real interest rates are a mark of instability, so, as in Japan's recent case, the result tends to be a flood of money to foreign markets and foreign investment.
Here is the s&p vs fed interest rates. Notice when rates are zero, s&p skyrockets.
US - Federal Funds Rate vs. S&P 500 | US Market | Collection | MacroMicro
The chart shows that when the Fed enters a rate-rising cycle, the economy grows faster and the stock market can yield higher returns than the bond market.
en.macromicro.me
That stuff is expected though in terms of what the Cybertruck would use as pack/cells. The part that is very hard for me to believe is that Tesla would be comfortable putting production of a new production with new/unproven manufacturing techniques ahead of a sure thing in production of the Y.
Of course, this source (if it's true), could mean that Cybertruck production will technically start first, but Y will be right behind it (like in the matter of weeks/days) and the Y will be in much higher production from the start.
Krugerrand
Meow
It’s a cherry tart rumor. Guarantee Austin starts with Model Y. Bet my life on it and every single share I own.If CT happens..we'll all be knocking at your door for he shares....Options count as well!
Biggest reason why Cybertruck could start sooner. My understanding is Cybertruck is a simpler production process. Since only stainless steel and unibody construction it doesnt even need the paint shop. The biggest reason why not is 4680 cells. Then again maybe CT just ramps much slower.
The TSLA swings always seem to be bigger than I expect or see coming. This tends to cause me to buy the dip too early, and likewise sell to early. Oh well, next time.
I did recommend my wife buy 3 more shares today. She was going to go all in on Friday, suggested she investment average (what's the name for that strategy?) Oh, she picked up 5 shares!
Her investments are tied up in company brokerage "deals" so this was a cash purchase. We sink or swim together now
I did recommend my wife buy 3 more shares today. She was going to go all in on Friday, suggested she investment average (what's the name for that strategy?) Oh, she picked up 5 shares!
Her investments are tied up in company brokerage "deals" so this was a cash purchase. We sink or swim together now
Krugerrand
Meow
You have to find me on my mountain first and then get past my security, but I’m telling everyone there’s less than zero chance Austin starts with CT. So just get it right out of your pretty little heads.
I'm skeptical that CT would come first when they are still working out engineering issues like 4 wheel steering. If they had a finished design and we saw some pre-production CTs on the road being tested, then I could believe they are several months away from production.
Cool, it's a contest!
I'm in.
The main plant Cybertruck needs apart from stainless steel sheet folders is an 8000 ton gigapress for its rear casting. The two 6000 ton gigapresses currently installed and operational at Austin are only big enough for Model Y front and rear castings. The expected area for the 8000 ton Cybertruck gigapresses is only just getting the last columns and roof concrete panels installed. Idra only confirmed an order for the 8000 ton gigapress in March but no sign that they've actually produced one yet.
Most of the major plant (press, paint, BIW, gigapress) and a lot of the fitout is already in place for Model Y but still a long way off for Cybertruck. Therefore I see little chance of Cybertruck production occurring ahead of Model Y.
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