Favguy
Member
It will be soon enough, patience.Damn i thought buying at $1008 was a good deal.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
ZachF
Active Member
Tag for the Q1 and Q2 losses from Rivian write downs…
ZachF
Active Member
I now think that inflation will likely be peaking in the US. North America being a net exporter of food and energy is shielding it from the worst parts of the current disruptions.
Inflation is rising rapidly in the euro area, which imports about half of its energy. The euro is also dropping, now down to only $1.06, and some think it’s heading for parity.
In Japan, importing 85% of its energy has caused to yen to plummet. Japan needs to be careful because of its huge debt levels.
I suspect both of these areas are going to have a much harder time resolving these issues without large hits to growth. Recessions in both of these areas is probably more likely than not at this point.
Inflation is rising rapidly in the euro area, which imports about half of its energy. The euro is also dropping, now down to only $1.06, and some think it’s heading for parity.
In Japan, importing 85% of its energy has caused to yen to plummet. Japan needs to be careful because of its huge debt levels.
I suspect both of these areas are going to have a much harder time resolving these issues without large hits to growth. Recessions in both of these areas is probably more likely than not at this point.
Knightshade
Well-Known Member
Disclaimer: the below is predicated on the speculation Elon sold to make the twitter deal happen- but also directly contradicts SP3Ds claims above so also relevant there
He claimed the ONLY time he'd sell TSLA was when his options were expiring and he had no choice for tax bill reasons.
Thus I certainly hope he did NOT sell (and makes that clear sometime soon)- because I don't see how you can otherwise spin selling for this deal as anything but a broken promise and I'd rather that not be true.
Last edited:
Thank you! This must be placed here:
Moderators' Choice: Posts of Particular Merit
Perhaps you are acquainted with the Moderator who can make it so.
Good, Palantir is a fraud and as a Tolkien fan I am particularly disgusted by the company.
I'd think Elon has enough alternate resources so he'll be OK if there is a margin call.
I've used too much margin before and it's not a good feeling.
The other thing that might sneak up and bankrupt someone (like myself) might be not putting aside to pay upcoming taxes; if a portfolio was to drop so badly so it's value is less than taxes due by next April 15, that could have the same effect as being deep into margin.
Last edited:
Just to clarify they still want payment in US dollars or Euros. However the price they want is denominated in Rubles at ~75 per US$ as set unilaterally by Gazprombank. That, bluntly, is something akin to tripling the price or so. Of course with no market for Rubles apart from this they can set it where they choose to. Now if Chinese exports to Russia could be paid for in Rubles at the same rate it would be a beautiful world for Russia. That is most unlikely.
Last edited by a moderator:
Last year Tesla was ..volatile. This year could be the same and for that reason I hate the idea of Tesla funding the purchase of Twatter. Lots of events happening beyond anyones control. Besides which I don't see the economic rationale...I just don't get why you'd sell Tesla stock to buy a poorly performing media platform.
2daMoon
Mostly Harmless
Maybe the Twitter purchase has nothing to do with making a profit.
Maybe it is more noble than that. Perhaps it is more about making a statement against manipulation that restricts a free market, and creating a platform for unbiased dissemination of information, and will pull the curtain away to reveal the wizard(s) behind it who are profiting while slowing humanity's growth and development.
Maybe there is a bigger picture to be considered which will impact all of the Musk companies in a positive way.
Wow we think different. I this will spread lots of misinformation including much more about Tesla and Climate Change. Will hurt what Elon says is Tesla's mission. I see the petroleum interests really excited about this.
When TSLA stops being volatile, that would be the time to sell.
Zhelko Dimic
Careful bull
Not true in details.
His initial margin is 35%, i.e. he gets $35 cash for $100 TSLA stock
Currently, he could borrow only against 25% of the shares as per Tesla bylows. That could be changed.
But he has a clause re borrowed 12.5B that he faces margin call if TSLA SP drops 40% from founding date SP, which puts his collateral real maintenance margin req. at 0.35/0.6=58.3%
Combo of these factors means that he'd get margin called at around $600, if nothing is changed.
larmor
Active Member
2daMoon
Mostly Harmless
Looks like this may be the official TMC song for the week...
(not to be interpreted as poetry)
woodisgood
Optimustic Pessimist
Certainly misinformation is the problem - the question is whether the solution lies in silencing it OR ensuring it is not inadvertently amplified via the profit-driven algorithms we create. Elon (and supporters’) hypothesis would be the focus should be on the latter, and if successful there, misinformation would be naturally extinguished…or at least less pervasive. We shall see.
Bringing this back to Tesla and Musk companies, I don’t believe the age of abundance brought by a renewable energy economy and robot-augmented labor will be achieved without media that is completely free. The left-right politics of now is a blip compared to the future we are hoping for, one that humanity will absolutely prevent for itself if allowed to do so.
Remember when the sky was falling with the Tesla purchase of BTC?
Yes… this too shall pass.
Yes… this too shall pass.
I'm hardly an optimist in that area, but I see no current barriers to that type of misinformation. Twitter certainly doesn't care. Just killing the bots that are used by bad actors could help.
ZachF
Active Member
I wouldn’t be surprised if much of yesterday’s drop was WS trying to get paper handed investors who are upset over Twitter to unload their shares (to them) at a discount.
Similar threads
- Locked
- Locked
