Discover and read the best of Twitter Threads about #FundingSecured

Most recents (3)

Theory: I strongly believe that Elon Musk will face criminal charges before November.
1) @TheJusticeDept has pledged to crack down on white collar crime, and midterms are coming up. The political angle's to distance the lax enforcement... 1/9
thehill.com/news/administr…
...during the Trump administration (think Jay Clayton & @HesterPeirce), and blame economic issues on corporate malfeasance.
What better way to do so than to lay out all the ways that Elon Musk, the richest man in the world, stole billions & deserves jail? 2/9
2) Musk's PR machine has gone into overdrive in the past half year or so. It seems to have started with @danahull attacking the Biden administration.
Then came the Times Square ads, the @TIME & @FT Man of the Year awards, additional lobbying from @business, and more. 3/9 Image
Read 9 tweets
State of #Tesla's US Market Thread, H1 '21:
The @VW ID.3 & ID.4, @Ford Mustang Mach-E, and @Porsche Taycan represent existential threats to #Tesla. Many more imminent & credible threats loom: @BMW i4, @MercedesBenz EQ series, @Nissan Ariya, Porsche Macan EV...
$TSLA $TSLAQ 1/10
...@Cadillac Lyriq, @Hyundai Ioniq 5, @Audi Q4 e-tron, @Volvo XC40 EV, @LucidMotors Air, @MazdaUSA MX-30, & more all due in 2021-2022. They match or exceed everything that (acceleration, range) Tesla offers. 2/10
caranddriver.com/news/g29994375…
Demand for Tesla cars were driven by a combo of the uniqueness/image of EVs, Tesla building a good performance/range EV from the ground up that's not a compliance car, OTA updates, subsidies, fast charging, subsidies and Musk's image. Musk is fast destroying his image... 3/10
Read 10 tweets
GC Repo 2.15% > IOER 1.80%
FHLB overnight 1.97%
#FundingSecured $TLT
I thought it was fixed? #ICAP
@MacroMorning $JPM + $BAC still hung with > $1/2 Trillion Fed Funds Sold/RevRepo Loans in 3Q19. What happens 2 distribution of reserves within system when they check out? Despite Fed Repo + QE4 Blunt Hose..still within context of GSIB Score choke down, SCB, CLAR, RLAP etc. $TLT
$DXY funding shortages are a structural issue....that involves the trade off between $XLF bank safety (regulations) & liquidity deployment in a supposedly “Ample Reserve Regime” QE Floor System that doesn’t have a reverse gear. $TLT
Read 5 tweets

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