GrandEnigma
Member
smaller could still mean 50pts which was previously the high end before the move to 75. To me anyway, sounds like they are simply saying they will stay the course.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I don't think Tesla will be able to lower prices for models that qualify under the IRA. If anything, prices will go up. We could easily see US margins approach 40%.
I am just staggered every time I think about the implications of the IRA. Tesla will be gulping up so much taxpayer money it will be like drinking from a fire hose.
And let us not forget that the IRA mandates that the government publish the specifics about the regulations before the end of this year. I suspect we will see it before Christmas.
I don't necessarily think Tesla would lower prices. But my point is that Tesla has pricing power and margin power. If there was material hit to demand from Elon's antics, combined with the effects of the IRA, Tesla could lower prices considerably + the consumer would get their own $7500 credit and Tesla would still maintain their 30% gross margins..........value/price is the ultimate determination of demand and when you're the company that has all of the margin/profits and your competitors don't.....you have tons of flexibility.
And yes, the IRA effects when related to Tesla are still hard to believe. It's a bill that seems like it was tailor made for Tesla while making it much harder for the rest of the competition.
Elon wants rates cut now, the Fed isn't even talking about pausing yet much less cutting rates lol
75-point hikes weren't going to continue forever
Give him 24 hrs. He will change tune once he sees a positive market reaction to his comments today. Also the remaining Fed clowns will go to work as soon as tomorrow hankering for higher rate increases . Haven’t we seen this sugar show already??
From what I understand this is the last ship that will make it to Europe in time (Dec 22) to deliver cars in Q4. Doesn´t mean there couldn´t be another ship leaving soon. There has been 8 ships leaving Shanghai in the last month (2/week average) so still to early to rule out ships are continuing for delivery in Q1.
But I also wouldn´t think they´d unwind the wave all at once.
The next CPI print comes in a day or two before the next Fed meeting. There's a very high likelihood that CPI print will come in not just cool, but cold. Giving the Fed all it needs to announce a .25 or .5 hike and say they're done raising rates.
That's still not cutting
I think they're watching employment far more than they're watching CPI right now
The Fed is not just going to flip from raising .75 to cutting. That's a completely unrealistic hope so not sure why bother even mentioning.
A Fed pivot where they only do .25 increase and then say no more cutting......which is considered a pivot....is what the market has been waiting on. Need I remind everyone that the Fed Fun rate is not some astronomical number. The economy and Wall St did just fine all throughout the 90's while the Fed Fund rate ranged between 3.5% and 5%.
Chair Jerome Powell signaled the Federal Reserve will slow the pace of interest-rate increases next month, while stressing borrowing costs will need to keep rising and remain restrictive for some time to beat inflation.
From Bloomberg
From Bloomberg
market is happy with a .5, will go bonkers if it is just .25
thesmokingman
Active Member
The questioner is keeping Darth Powell smiling so all is good. The guy who makes Darth Powell, angry like last time, needs to be tarred.
thesmokingman
Active Member
Everything is popping atm. I'm just cringing till the moment they open the questions to the floor. Some ahole's gonna mention all the green and then... Darth Powell whacks us with the red stick.
With all this, I understand why Tesla is opening up the network. Doesn’t mean I like it, though.
Boy, can't wait until TSLA hits 45% too!
/s
/s
thesmokingman
Active Member
Oh gawd the mic is open to the floor now, cringes...
Lol you know it's coming
But Ford and GM got photo opps.
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