He was talking about "CEO disease" while commenting on Carlos Ghosn's demise.
To Bob Lutz's defense, I think Bob is much better at just being purely stupid.
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He was talking about "CEO disease" while commenting on Carlos Ghosn's demise.
To Bob Lutz's defense, I think Bob is much better at just being purely stupid.
shlokavica22
Member
I don't follow bonds. That's why I was wondering if there is a metric showing the influx of money there (except the rising bond's price).
There is a lot of selling happening and that obviously results in "cash". What you say is true if the prices fail with low volumes, but that's not the case. Is it?
What I tried to say is true IMO regardless if volume is high or low. Bonds play a part but not a major one and what I said is that the selling after a run up that we have seen with low interest near zero does in most cases not result in cash.
IMO, we are seeing TSLA entrenching itself to lead the market forward when the dust settles. You are not going to see the FANGs just take off again when bottom is finally in. They need to settle down for a while.
While they are settling down, market will look for new leaders. TSLA will be there, under priced, dominating its market and exploding its revenues. And that is before TE really gets into it as well.
Not an advice of course.
While they are settling down, market will look for new leaders. TSLA will be there, under priced, dominating its market and exploding its revenues. And that is before TE really gets into it as well.
Not an advice of course.
... and that not only today. Its amazing how resilient the Tesla stock is in that market. Thats a very bullish signal.
dmckinstry
Model X 2019
(Not an) Advice requested:
I sold half my trading shares a week or two ago at $355, and am now considering selling the other half of trading shares. I have some potential personal liquidity issues that are driving part of that, but I'm VERY conservative on personal liquidity, so it is not by any means urgent but I just like to play it safe. The primary driver is that I think over the very short term between now and Q4 earnings report that the stock might get pulled down by Macro. I'm pretty bearish on a macro level, but not sure how long the weakness persists or whether or not it pulls down TSLA with it.
I call them "trading shares" in that they are not in my retirement account which I don't trade at all. And they were always intended to be shorter term. But until my sale last week (or whenever) I had never sold any TSLA over the 4.5 years I've been buying TSLA. So if sell more I would be literally unloading all my shares that are not in retirement accounts (which are 100% TSLA for reference).
Thoughts?
I sold half my trading shares a week or two ago at $355, and am now considering selling the other half of trading shares. I have some potential personal liquidity issues that are driving part of that, but I'm VERY conservative on personal liquidity, so it is not by any means urgent but I just like to play it safe. The primary driver is that I think over the very short term between now and Q4 earnings report that the stock might get pulled down by Macro. I'm pretty bearish on a macro level, but not sure how long the weakness persists or whether or not it pulls down TSLA with it.
I call them "trading shares" in that they are not in my retirement account which I don't trade at all. And they were always intended to be shorter term. But until my sale last week (or whenever) I had never sold any TSLA over the 4.5 years I've been buying TSLA. So if sell more I would be literally unloading all my shares that are not in retirement accounts (which are 100% TSLA for reference).
Thoughts?
SpudLime
Active Member
Carl Raymond
Active Member
Nvidia appears tied to Bitcoin, which is physically flawed due to the proof of work requirement (work being energy, it uses more energy than Ireland, it's an unscalable product).
Hopefully people can recognise one bad apple...
Hopefully people can recognise one bad apple...
jhm
Well-Known Member
If a couple of computer monitors were to fall into a bathtub, would they just short out? Asking for a friend.
EVNow
Well-Known Member
But it's not just selling going on. For every billion sold, there is a billion bought, that's coming from somewhere.
EVNow
Well-Known Member
Nobody knows what's going to happen tomorrow - otherwise we'll all be rich and retired.
But one thing to note is that if you are selling after 5 years, you may have a lot of capital gains, on which you have to pay taxes. So, you can't even, for eg. Buy a few more shares than you had on a dip.
One of the reasons I don't touch my long term stock.
sundaymorning
Active Member
The Macros has been bearish for months now, and the market has reacted negatively since October. Even at the peak of FUD when Tesla wasn’t profitable, institutions were accumulating TSLA shares. It has held strong and about the only stock on the Nasdaq with a massive growth story ahead of it. TSLA also has uniquely positioned itself to expand a very exciting product pipeline, everytime it has dropped to $330s there seems to be massive accumulation to push the stock up to $340s.
Make your call.
You miss what is bought for the Billion invested. It is more shares for the same investment. Market cap is shrinking.
For more shares with the same investment there is always money coming from somewhere. If not then you get even more shares until someone makes capital available. Thats what happened with most of tech stocks in the last days and weeks.
I would expect the first of the new upgraded line to take a few months to get up and running, but I would be surprised if they couldn't at least knock a few weeks off the install-to-useful time frame for the later installations of the same type.
Have we had anything concrete that indicates Panasonic couldn't install these faster, vs were trying to just keep pace with demand and not run ahead of it (to minimize their costs) ? Just because it has taken X months to install and bring online a particular line doesn't mean that's as fast as it can be. It might of course be that where ever they build the machines that make up the line, they can only build and ship them so fast, so it wouldn't matter how quick they can be brought up if that's the bottleneck ...
Fact Checking
Well-Known Member
Very nice reader comments!
Excellent story. Spiegel needs to spend more time with his dog. The legit press’s coverage of Tesla is changing, a good sign.
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