One Bubble to Rule Them All @shortl2021
CFA, veteran former hedge fund manager, analyst, economist. Back to trade "everything" bubble. Sister site @NRWLondon: EconTwit/FinTwit/HistTwit walking London. London Joined July 2021-
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For me, jury is still out as to whether signifies terminal team dysfunction. And life happens: teen kids do drugs, parents get dementia, partners stray for lack of attention. And when you are just so tired. But add couple more crosses & I'm off the fence. x.com/OkBoomerberg/s…
For me, jury is still out as to whether signifies terminal team dysfunction. And life happens: teen kids do drugs, parents get dementia, partners stray for lack of attention. And when you are just so tired. But add couple more crosses & I'm off the fence. x.com/OkBoomerberg/s…
For someone working "balls to the wall" on $TESLA challenges, Elon finds time to doom scroll on Twitter. And key interactions are with Tucker Carlson & Caitlyn Jenner, not AI experts. Strong whiff of Howard Hughes (adult diapers & jars of urine) here. x.com/SaltasticTakes…
For someone working "balls to the wall" on $TESLA challenges, Elon finds time to doom scroll on Twitter. And key interactions are with Tucker Carlson & Caitlyn Jenner, not AI experts. Strong whiff of Howard Hughes (adult diapers & jars of urine) here. x.com/SaltasticTakes…
Key players who left Tesla: Head of AI/FSD Chief Financial Officer Head of Dojo Head of Powertrain (batteries) Head of Vehicle Interior Design Head of Investor Relations Head of Government Relations Head of New Vehicle Development Head of Supercharger Network Design Chief next?
Key players who left Tesla: Head of AI/FSD Chief Financial Officer Head of Dojo Head of Powertrain (batteries) Head of Vehicle Interior Design Head of Investor Relations Head of Government Relations Head of New Vehicle Development Head of Supercharger Network Design Chief next?
There are over a dozen companies in 🇨🇳 showing new, production ready cars available to customers this year, while Tesla just has some faint hints towards “new, but not really new” models without any clear details and an Elon “2 weeks” timeline.
There are over a dozen companies in 🇨🇳 showing new, production ready cars available to customers this year, while Tesla just has some faint hints towards “new, but not really new” models without any clear details and an Elon “2 weeks” timeline.
Am gobsmacked over this tweet. Not about politics but about common sense. Some #tesla customers skew left & some skew right, and people buy cars for lot of different reasons. But many potential Tesla customers care about climate change. So you belittle them? WTF!
Am gobsmacked over this tweet. Not about politics but about common sense. Some #tesla customers skew left & some skew right, and people buy cars for lot of different reasons. But many potential Tesla customers care about climate change. So you belittle them? WTF!
Don’t think the #tesla fanboys know quite what is just about to hit them in China. Elon talked about a new level of manufacturing sophistication at Q1. The Chinese are already doing it!
Don’t think the #tesla fanboys know quite what is just about to hit them in China. Elon talked about a new level of manufacturing sophistication at Q1. The Chinese are already doing it!
The deposit run into money market funds slowed this week to $67B. But that is still huge; the three-week run has topped $300 billion (chart). The flows have gone from a hemorrhage to a bleed out. Bleed out is still not good. Money is leaving the banks and will every day/week…
The Credit Suisse bailout was agreed to, with equity getting CHF3bn (probably to satisfy the Saudis). Despite equity getting something, roughly CHF16bn of Additional Tier 1 debt has been written off to ZERO, defying the usual waterfall. Will this ripple? Is it a problem? 1/
Follow up to the retweet below ... My guess, and this is only a guess, is Silicon Valley Bank knew the tech industries in a bad place and they knew the burn rates were going higher and the tech companies can’t raise capital fast enough to replace dwindling deposits. They were…
Follow up to the retweet below ... My guess, and this is only a guess, is Silicon Valley Bank knew the tech industries in a bad place and they knew the burn rates were going higher and the tech companies can’t raise capital fast enough to replace dwindling deposits. They were… https://t.co/XTIsgP7YC5
As @BobEUnlimited explains, this is a very different bank implosion as compared with the GFC. But private credit will be a complete disaster.
As @BobEUnlimited explains, this is a very different bank implosion as compared with the GFC. But private credit will be a complete disaster.
💥BIG #EARNINGS WEEK AHEAD 👀👀 *Mon: - *Tues: $MSFT $VZ $JNJ $MMM $GE $LMT $RTX *Wed: $TSLA $IBM $BA $T *Thurs: $INTC $V $MA $LUV $AAL *Fri: $CVX $AXP $DIA $SPY $QQQ $IWM $VIX
The neutral rate of real growth in the US today is around 1.5%, less than half what it was in previous cycles. That means that even what feels like relatively modest growth (a 'slowcession') will still keep labor market conditions tight. Thread.
There is nothing like English January weather for sheer misery: dark and a damp that permeates the soul; but you’ve got to get out the house to shake off those winter blues. This is what I was up to today:
There is nothing like English January weather for sheer misery: dark and a damp that permeates the soul; but you’ve got to get out the house to shake off those winter blues. This is what I was up to today:
So true. This "bad is good narrative" for the Fed pivot has become totally deranged. Like praying for an end of life disease to reduce your life insurance payments. x.com/suburbandrone/…
So true. This "bad is good narrative" for the Fed pivot has become totally deranged. Like praying for an end of life disease to reduce your life insurance payments. x.com/suburbandrone/…
Paulo Macro @PauloMacro
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16K Followers 2K Following Sinologist, linguist, jazz pianist. Author of "A Billion Voices: China's Search for a Common Language," Penguin Books. https://t.co/MSpDB7n7QI$TSLA $BIDU partnership was announced on April 28, days after $TM Tencent signed a similar agreement and Nissan and $BIDU intended partnership coming from Beijing auto show. $BIDU hosted AI tools launch conf on April 20th, incl. 3D mapping , without mentioning TSLA or FSD at…
The more you dig into Tesla’s finances the more shady their practices appear — and likely why the CFO resigned — covering up fatal financial flaws can only go on for so long — don’t be shocked if the SEC finally gets it together and brings the hammer down, like it did on Enron.
Entire Tesla business model is inefficient, capital intensive — “legacy” automakers outsource sales, service to dealers, don’t spend $$ building showrooms, service and charging locations, but Musk does and it’s killing $TSLA — why he stiffs contractors, denies warranty claims etc
Entire Tesla business model is inefficient, capital intensive — “legacy” automakers outsource sales, service to dealers, don’t spend $$ building showrooms, service and charging locations, but Musk does and it’s killing $TSLA — why he stiffs contractors, denies warranty claims etc
@Factschaser Not a new thing with Tesla. They are notorious for stiffing suppliers. That’s why they make so many production line changes. They have to find a new source when they get cut off and put on credit hold.
Serious question: I was having dinner with a very good monetary economist tenured at an excellent university a number of years back and the subject of Japan came up. He asked a question I still don't have a good answer for: given BoJ holds just under 55% of Japanese public debt,…
Your regular reminder that no amount of self sacrifice and loyalty will make a corporation care about you. Your employment is a transaction not a life debt.
No major automotive company has shed as many leaders in critical positions as Tesla has over the last year. Much of Tesla’s best/foundational talent was attracted to $TSLA due to Obama’s financial and moral support for Musk and Tesla — this talent fled when Musk went full MAGA 💩
@Factschaser Facts Chaser, execs leave companies all the time. Why don't you look at the average time executives start at companies and compare it to the length of these exec's who have left? That would actually be you chasing some facts...
Did you ever get the feeling that Tesla's discussions with large institutional investors regarding Item 3 on the proxy for the June 13 annual meeting might not be going so well, and that a certain someone is becoming even more unhinged?
It's surprising that Tesla just laid off over 500 people from the Supercharger team, especially since they're supposed to be expanding the Supercharger network to keep up with the growing number of Teslas on the road. It makes no sense. Here's my theory: Tesla's 4680 battery…
If you still believe that @ARKInvest is a serious place with serious people, I have some news for you: They’re clowns. They’re fooling the most gullible fools under the sun, also known as $TSLA retail investors. Cathie Woods and her gang are epic wealth destructors. 🚩
@hamids @elonmusk @SawyerMerritt @WholeMarsBlog Let’s face it, @elonmusk is an asshole and a bully. I guess all the bullying from his father took a toll after all. Just not in the way I thought it would. Sad.
Important picture from 2023, the intention was that there are others execs besides Elon who run Tesla. So far 5 out of 16 left Tesla...
This screenshot is from the 2023 Investor Day video: youtu.be/Hl1zEzVUV7w?t=… Unfortunately, many of the people in this image are no longer with Tesla.
@shortl2021 But Howard Hughes dated Kathryn Hepburn, Ava Gardener, etc. Think Elon coming up short on that score
$NIO delivered 15,620 vehicles in April 2024, increasing by 134.6% year-over-year @NIOGlobal #NIO
@shortl2021 Howard Hughes was the prototype.. #FakeTony
🤣
This is truly one of the more baffling decisions I’ve seen in a long time. Tesla is a leader in charging infrastructure, to the degree that virtually every other carmaker is even adopting its standard. Then Elon Musk laid off the entire Supercharger team. theverge.com/2024/4/30/2414…
Tech is still almost the only game in town, until one day it won't be and flows will haemorrhage out of the sector. H/T @dailychartbook
Why did Zach leave? Why did Martin leave? Why did Andrej leave? Why did Rahul leave? Why did Drew leave? Why did Ganesh leave? Why did Chang leave? Why did Benjamin leave? Why did Rebecca leave? Why did Daniel leave? ...
Scoop: Elon Musk emailed executives tonight to say two of his most senior executives—Rebecca Tinucci, head of the Supercharger network; and Daniel Ho, head of new vehicles—will be leaving the company, and their teams dissolved. The Electric. 1/2 theinformation.com/articles/musk-…
Last week on conference call Musk says new model(s) coming in late 2025. Last night fires leader of new models team and his group. Just another week in a long con.
1/2 So robotaxis will be >10% of global GDP by 2030 according to @CathieDWood, half of which will be $TSLA cars? "Not everyone is capable of madness; and of those lucky enough to be capable, not many have the courage for it" - August Strindberg
Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood
FSD What?! Who?!
Nio starts rolling out NOP+ driver assist feature to all NT 2.0 cars cnevpost.com/2024/04/30/nio… $NIO