Brian121
Member
Lutz & Trump have the same personality traits.
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.
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
Lutz & Trump have the same personality traits.
A huge part of the money that is going out does kind of vanish ... it is used to cover other commitments and effectively does only reduce interest. Another part goes into cash or bonds ... so called safe places .... in my eyes the only thing that is safe there is that you know how much you loose over time (exception with some bonds).
A third part never really existed if you look at the reduction in market cap an index or stock had versus today.
That last part most people do not understand. Imagine you have a stock that is worth $500. Everybody believes he own the amount of stock he/she has multiplied by $500 but that's a wrong assumption. If enough people that day cash out like we have seen the last days, you realize your average sell price is lower and therefore the market cap you though the stock had was just virtually real on paper but never in hard $ or €.
If you have a real crash in the market and we do not have that today than the majority of the money people believe should be now in cash or gold available just disappears in a magic way.
The fun part is in a bull market everybody believes he is rich but he/she ísn't and in a crash scenario people believe they are bankrupt but the aren't.
Now I likely confused you.... sorry!
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?
Hey we beat the market today. I'll take it.
Hey. For them that's quite bullish.LOL. Why bother ?
Do not sell.(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?
If a couple of computer monitors were to fall into a bathtub, would they just short out? Asking for a friend.
And yet, the last recession started in December 2007.I will keep saying this till people stop forecasting recession without considering that energy is the uber-factor.
In the months prior to the GFC the oil price climbed steadily to $150 US per barrel. Blind Freddy could see it coming.
In a cleantech driven boom the pressure on the oil price will be downwards. History is now history.
But it's not just selling going on. For every billion sold, there is a billion bought, that's coming from somewhere.A huge part of the money that is going out does kind of vanish ... it is used to cover other commitments and effectively does only reduce interest. Another part goes into cash or bonds ... so called safe places .... in my eyes the only thing that is safe there is that you know how much you loose over time (exception with some bonds).
A third part never really existed if you look at the reduction in market cap an index or stock had versus today.
That last part most people do not understand. Imagine you have a stock that is worth $500. Everybody believes he own the amount of stock he/she has multiplied by $500 but that's a wrong assumption. If enough people that day cash out like we have seen the last days, you realize your average sell price is lower and therefore the market cap you though the stock had was just virtually real on paper but never in hard $ or €.
If you have a real crash in the market and we do not have that today than the majority of the money people believe should be now in cash or gold available just disappears in a magic way.
The fun part is in a bull market everybody believes he is rich but he/she ísn't and in a crash scenario people believe they are bankrupt but they aren't.
Now I likely confused you.... sorry!
Nobody knows what's going to happen tomorrow - otherwise we'll all be rich and retired.(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?
(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?
But it's not just selling going on. For every billion sold, there is a billion bought, that's coming from somewhere.
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.No. The 3 new machines have 3GWh/yr capacity. They will bring cell production to 29 GWh/yr by the end of 2019H1.
To get to 35 GWh/yr will take 2 more new lines, say end of 2019H2 if Panasonic continues at their current pace.
It doesn't look like Panansonic has the ability to increase the pace. The first new line took over 3 month to install during 2018Q3.
General question- where do you think the money flows to?
Equities are down, Gold is down, Oil is down, Criptos are down.
Are all the money sidelined waiting for bottom?
Excellent story. Spiegel needs to spend more time with his dog. The legit press’s coverage of Tesla is changing, a good sign.