Thanks for always providing either thoughtful, in-depth and sometimes surprising topics on here. I enjoy the breadth if topics - and as a fellow "dabbler" in the dark arts of analysis it gives me an outside perspective to rub against and enlighten my own thoughts - or broaden my limited knowledge horizon.
Keep on writing, you're doing great!
Musk is also a word for a strong scent. Could be good, could be bad. But is it a parallel? 😁
Greek cat, living in Denmark - found you on Twitter around a year ago and have been a fan of your thoughtful analysis since then. What I find admirable is your ability to present relatively complex issues in a very simple manner but also, your willingness to keep the discussion going with your readers.
Amazing work, keep it up Bear. Thanks for all the great content!
Not sure if you ever tuned in (it doesn't exist anymore) but the T&C Chartcast podcast sure did some outstanding work on Musk, revealing the slime underneath the slick.
I don't know how I found you! Some recommendation from somewhere. I'm an American expat living in Asia. I write stuff, and in my free time I diligently learn everything I can about markets. As I've said before, I enjoy your articles because you bring nuance and a fresh perspective. Good take on Tether and now a unique take on the Twitter deal. Excellent.
Re: Footnote 2. Found you via Twitter. Australia-based Scot. 30 years in the markets (mostly on sell side). Really enjoy your notes. Thanks TBLS! I totally agree on this & the irony of Elno whining about "the bots" was hilarious. The same bots made the Ponzi scheme that is TSLA possible!
Thanks for writing this and other posts. I always learn something. I'm a subscriber through your posts on Twitter.
"There’s even a host of fun euphemisms to use, redundancies, headcount reductions, pro forma cost savings…" My personal favorite is. "synergies"
Probably the most, perhaps the only, actually stone cold analysis of the deal.
Would be interested to see you dive deeper into this deal, construct scenarios, etc
Mine, too.
Thanks master TLBS! Always a pleasure to read you sir! Greetings from Vigo, Spain.
Thanks for always providing either thoughtful, in-depth and sometimes surprising topics on here. I enjoy the breadth if topics - and as a fellow "dabbler" in the dark arts of analysis it gives me an outside perspective to rub against and enlighten my own thoughts - or broaden my limited knowledge horizon.
Keep on writing, you're doing great!
Musk is also a word for a strong scent. Could be good, could be bad. But is it a parallel? 😁
Greek cat, living in Denmark - found you on Twitter around a year ago and have been a fan of your thoughtful analysis since then. What I find admirable is your ability to present relatively complex issues in a very simple manner but also, your willingness to keep the discussion going with your readers.
Amazing work, keep it up Bear. Thanks for all the great content!
Kuppy recommended your work about China Evergrande over at Twitter (lol), that's how I found TLBS. It was a good day.
Not sure if you ever tuned in (it doesn't exist anymore) but the T&C Chartcast podcast sure did some outstanding work on Musk, revealing the slime underneath the slick.
I don't know how I found you! Some recommendation from somewhere. I'm an American expat living in Asia. I write stuff, and in my free time I diligently learn everything I can about markets. As I've said before, I enjoy your articles because you bring nuance and a fresh perspective. Good take on Tether and now a unique take on the Twitter deal. Excellent.
Terrific as usual. 🙏
Re: Footnote 2. Found you via Twitter. Australia-based Scot. 30 years in the markets (mostly on sell side). Really enjoy your notes. Thanks TBLS! I totally agree on this & the irony of Elno whining about "the bots" was hilarious. The same bots made the Ponzi scheme that is TSLA possible!
Maybe it's all for the data.
From Feb 2021.... 30 seconds from Cathie Wood on AI and big data that is Tesla:
https://www.youtube.com/watch?v=I8PkE6Yi2x0&t=97s
"... in the end, the company with the most data and the most *quality* data ... will win."
Thank you for writing, always a balanced opinion.
All great points, thank you Bear!