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sweter
Member
Tomorrow then
Meanwhile, Dan giving the bears another dose. Well impressed by him here!
Dan Neil on Twitter
View attachment 318382View attachment 318382
Is it just me or is his Twitter account gone? I wanted to read up on his tweets after work and now I can't access them
Is it just me or is his Twitter account gone? I wanted to read up on his tweets after work and now I can't access them
Seems to be gone - perhaps it was a parody account all this time, to draw in the bears and then give them some crap? Looked pretty convincing to me!
JRP3
Hyperactive Member
Me eitherIs it just me or is his Twitter account gone? I wanted to read up on his tweets after work and now I can't access them
I believe the vast bulk of S&X sales have from the beginning been built-to-order. There are also "inventory" cars that get sold off after a brief life as service loaners or test drives. Then there's the odd third case, like my car, by luck I phoned with some questions on a Sunday morning, and the Owner Advisor mentioned "well, we do have a car on the lot right now, we've been too busy to prep it for a loaner/test drive, so it's available". After I jumped at that, I found out three others tried to buy it after me. There may be other odd cases like that. I think those scenarios will make up close to 100% of the sales (with no explicit proof, but just from all the various reading/conversations over the years).
The Model 3 sales strategy was brilliant I think - make batches of certain colours and ship them wherever, then hope someone orders that same configuration. With so few options right now, that seems like excellent odds on selling damn near every one. Then gradually shift to build-to-order, which we received a hint by Tesla removing the reservation requirement for North America.
That brings up another point -- Tesla has never had "salespeople" by title, they're more "advisors" etc. ICE dealers, on the other hand, require "salespeople" because, their whole business is take batches from the manufacturer, then
[EDIT: re off topic and mod warning: sorry! posted this before I got to the mod's "suggestion"]
Henry Ford made one color of Model T each year, and changed color once a year.
You forget it exists because it's unobtanium. They ran out of batteries and dealers can't get any more in the US or Canada until 2019.
Is it just me or is his Twitter account gone? I wanted to read up on his tweets after work and now I can't access them
It's not just you! @danneiwsj looks down from here.
It's odd.
Sorry Curt, I think I'm one of the main perpetrators
I'll be very honest that I really only inhabit this thread on TMC, don't have tome for others. I'm far too busy bear-hunting on Twitter these days... Along with quite a few TMC-ers as of the last two days, I'm pleased to say
I'll try to be less verbose here - I've been posting like it was going out of fashion...
Soz!
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Just to say that I tried Dan's Twitter directly from the article and it's the same, so must be correct. Maybe it was reported by a load of $TSLAQ bears and ended up being suspended pending investigation? That's my best guess.
Me? I just went to the website, dude! Don't shoot the messenger, especially when he has absolutely no clue what the thing means...
Max Pain:
The assumption is that market makers may push the stock price towards that to maximize their profits from calls sold.
https://www.quora.com/What-is-“max-pain”-in-options-trading is also an interesting read.
This probably just means the shorts are going to lose a lot out on options if the price doesnt go down to unrealistic levels, maybe market makers are not the strongest force here because of the $11b TSLA stock sold short in addition to option plays they may have done.
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bdy0627
Active Member
FWIW, strike date 06/21/2019 max pain is $520 while just 03/15/2019 it is $185. Go figure.
OK, maybe it doesn't quality as a car in Denver, but the Renault Zoe is an actual BEV. I was driving down a major street in Munich, and this Zoe coming from a small side road was quick enough to not slow down for the yield sign and instead just do the 90 degree right turn and be out of my way while I was still considering whether to honk or step on the brake.
Probably a French driver.
Correct me if I'm wrong but if you look at Max Pain that far out what you're actually seeing is the proportion of calls to puts and the average strike price for that aggregate of options expiring on that day.
Whenever you guys talk about Max Pain I like to listen to this while I read your posts
Sorry, I said it wrong, what I meant to say was "Don't shoot the messenger, especially when he has absolutely no clue what the thing doesn't mean..."
Is there really any truth to the continued notion that there are so called "market makers" who can actually (substantially) influence a stock's price? The last time I checked the market was made up of buyers and sellers, and every time I place an order it fills based on the best available offer from the opposite party. So how could someone completing order requests affect the price?
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