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GaltMachine

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  • Genius Of The Tesla 70D: Sell More Cars, Use Fewer Batteries [View article]
    "Tesla vs. the incumbent automakers is a slow motion version of Apple's rise to smartphone dominance."

    If true, then when do you expect Tesla to have its near bankruptcy experience? Your forecast timeframe for this event?

    That would be an awesome time to get in.
    Apr 11, 2015. 12:51 PM | 2 Likes Like |Link to Comment
  • Tesla Is Walking On Thin Ice Regarding Customer Trust [View article]
    Dav,

    "Seriously let's try to elevate the level of discourse on this stock. Just because anyone can drop trow and squeeze out an article to be published doesn't therefore mean one should."

    Curious, do you see the irony of your statement?
    Apr 11, 2015. 12:45 PM | 3 Likes Like |Link to Comment
  • Tesla Has Outed The Good News Early, Now What? [View article]
    "FUD"

    Does anyone despise this phrase as much as I do?

    This is the only stock on this board that I know of where this phrase repeats ad-nauseum and I am not sure why but it's irritating.

    Maybe because I always liked Elmer Fudd (Wabbit Slayer) ;)

    http://bit.ly/1ItkMQo
    Apr 8, 2015. 03:20 PM | 4 Likes Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold [View news story]
    yufu,

    Just an FYI, most cars come with large screen navigation systems with voice directions - a lot safer and more useful than a tiny watch screen.

    If you are riding a bike, running, or walking then I could see the value as compared to pulling out your phone.
    Apr 8, 2015. 01:56 PM | 3 Likes Like |Link to Comment
  • Tesla Has Outed The Good News Early, Now What? [View article]
    Once again with feeling: "The car is not the stock."

    The stock can be over-valued, over-hyped and you can still have an awesome vehicle which by all accounts is what the S is.

    Shorting is not personal, it's a business case.

    You can short what appears to be an over-valued stock and still admire the car. Tesla will really need a tremendous amount of financial engineering to avoid running out of cash which it will need to keep this growth engine running.

    AAPL almost went bankrupt before it became a great company and I suspect something similar will happen to Tesla before it reaches its long-term potential. That's when I expect it to be a screaming buy.
    Apr 8, 2015. 01:48 PM | 6 Likes Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold [View news story]
    "Bloomberg's Joshua Topolsky (formerly with The Verge) doesn't like the fact the clock isn't visible (to save battery life) when the Watch isn't engaged. "As a normal watch-wearer, the idea that I might look down at my wrist and not see the time was annoying."

    That's dumb. Now you obviously have to be rude when you check the time in a meeting ;)

    How waterproof is the watch? I shower and swim with my watch.

    Personally a tonneau shape for a watch is probably ideal from a UI/UX point of view but I just happen to find them ugly which for a fashion oriented device is a problem.

    What's wrong with looking at your iPhone? It's a beautiful device and to me the watch is ugly (I am a watch guy) by comparison with the exception of the caseback which is quite gorgeous.
    Apr 8, 2015. 01:28 PM | 3 Likes Like |Link to Comment
  • Switzerland first to issue 10-year debt with negative yield [View news story]
    Interesting. Do Central Banks want people to buy bonds or not?

    Seems to me this will drain liquidity from the system at a time when you may actually need it in the event of a financial emergency.

    I guess the theory is that people will spend the money rather than continue to save it and that should accelerate some growth through consumption or a further attempt to devalue the currency. What if it doesn't do either?

    Bizarrely it makes money in the mattress worth more as an asset class than a bond!
    Apr 8, 2015. 12:49 PM | Likes Like |Link to Comment
  • Dudley: Pace of rate hikes to remain "shallow" [View news story]
    Why focus on the S&P, why not just mail everyone in America a check?

    Half the country doesn't own stock so the FED has become an outright tool for the richest. How's that for Hope and Change!

    Well at least they removed all doubt about their desire to manage the markets. This stability is ephemeral and when instability finally appears it will be worse because so many people have placed their faith "in the don't fight the FED" mantra.

    I guess its the honesty of people like Dudley that have created a situation where Margin Debt on the NYSE has reached a record in inflation adjusted terms and as a percentage of GDP. I don't think that's productive debt.
    http://bit.ly/12gjPAx

    Everybody thinks they can get out before everyone else :)
    Apr 6, 2015. 01:44 PM | 9 Likes Like |Link to Comment
  • Weighing The Week Ahead: Correction Looming? [View article]
    "Critics are those who come down from the hills after the battle has been fought to shoot the wounded."
    Apr 6, 2015. 11:18 AM | 4 Likes Like |Link to Comment
  • Tesla Motors +4% after delivery update [View news story]
    Alpha,

    "55K+ deliveries will be a piece of cake in 2015 after Model X release"

    I agree that would be reasonable assuming the X releases 3rd qtr. That's not that far away and the rumors are the line is still not ready to go for the new tooling.

    "Why Tesla Model X Electric SUV Is Late: Range, Towing, 'Falcon Doors'"
    http://bit.ly/1vKYRQa
    Like every Tesla, the Model X has been delayed a number of times--but there's been little speculation about the reasons for the delays.

    Green Car Reports asked Tesla Motors to spell out what had led to the delays, and whether the car was still on track for a Q3 launch.

    "We continue to develop Model X and prepare for production," wrote Khobi Brooklyn, Tesla's global communications director.

    "We are currently testing our Model X beta vehicles and on track for a Q3 launch."
    None of them would talk on the record--so what follows is thus largely speculation, though we'd suggest it's informed speculation.

    For many, that will dilute its credibility. Still, we thought our various discussion would be worth summarizing.
    Apr 6, 2015. 09:36 AM | Likes Like |Link to Comment
  • New product announcement coming from Tesla Motors on April 30 [View news story]
    "Having a battery lease and solar panels does not stop you from selling the home. That is a myth. "

    Hmmm.

    "Leased solar panels can complicate — or kill — a home sale"
    http://lat.ms/1Fr5Ukl
    Then a few years later you decide to sell the house. You assume that the presence of solar panels can only be a marketing plus, maybe even get you a higher price. Everybody goes for green, right?

    But that's when it gets weird. Some would-be buyers balk when they learn that they'll need to qualify on credit to take over your solar lease payments for the next 15 to 17 years. Others say they like the house but won't sign a contract unless you buy out the remaining lease payment stream — $15,000 or $20,000 or more — because they're worried that the solar equipment will become obsolete or won't save as much on electricity bills as advertised.
    She has seen sales fall apart when the parties couldn't agree on how to handle the substantial payments owed on long-term leases — in one case it was nearly $30,000 — or because buyers thought the leases "were really bad deals." Out of four leased panel agreements she has analyzed, "only one was any good," she said.
    Apr 5, 2015. 11:11 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Correction Looming? [View article]
    Jeff,

    Just curious what trend is more important to you when analyzing economic data, q/q or y/y?

    Is one more predictive of the future?

    I ask because generally speaking when an economy peaks on the business cycle the y/y numbers are at their best yet the decline may have already started so it would seem that you don't get a warning from these metrics until maybe it is too late.

    Also, most of the recession forecasting models cannot predict recession with a positive sloping yield curve which we have right now and I think we will have until ZIRP is gone. Does it make sense that we won't have another recession without a tightening of the yield curve? Is the economy really that mechanistic?

    I am reminded of Hari Seldon and the Foundation Series by Asimov when I ask questions like this.

    Thank you.
    Apr 5, 2015. 12:57 PM | 1 Like Like |Link to Comment
  • Tesla Motors delivers 10K vehicles in Q1 [View news story]
    Why make this announcement on a day that the markets are closed?

    If it is good news then why waste it?

    Strange move unless they have a legal reason to do so such as a full disclosure requirement.
    Apr 3, 2015. 10:00 AM | 7 Likes Like |Link to Comment
  • Credit Suisse not joking around on Tesla Motors [View news story]
    slev,

    "1. first to ever produce BEV. "

    This was number 1 on your list but surely you don't actually believe this?

    I am not sure if you are an evil genius bear in disguise with this post which it makes it even more interesting.

    http://bit.ly/ODxBbY
    "The General Motors EV1 was an electric car produced and leased by the General Motors Corporation from 1996 to 1999.[1] It was the first mass-produced and purpose-designed electric vehicle of the modern era from a major automaker, the first GM car designed to be an electric vehicle from the outset along with being the first and only passenger car to be sold under the corporate General Motors (GM) name instead of being branded under one of its divisions.[2]"
    Apr 2, 2015. 04:37 PM | Likes Like |Link to Comment
  • March U.S. electric vehicle sales [View news story]
    Jay,

    "We expect the number to end up closer to 9,000 units not 6,900"

    Just a little confused by the clarification as I don't see the direct connection between this and the page linked above which features entirely different numbers.

    Is the 9000 figure referring to Model S sales for the month or for Q1?

    Thank you.
    Apr 2, 2015. 04:21 PM | Likes Like |Link to Comment
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