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21 Feb, 4 tweets, 1 min read
1/N spend a bit of time on Tesla Facebook forums with a burner account (I never post other than to ask a Q every now and then). Perhaps this is my confirmation bias but I’ve noticed a pattern over the past several weeks..
2/N with Tesla stock flat to bleeding, and so many other Tendies out there, much of the discussion is now on other plays. It’s clear to me several have sold down Tesla to buy Bitcoin. Many are plowing in to $CCIV (Lucid, possibly) thinking it’s like TSLA 10 years ago...
3/N This is causing the “true believers” (that are 100% long Tesla and always will be, unless SpaceX IPOs) to go bananas.
4//4

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More from @Keubiko

Keubiko Profile picture
19 Feb
My take is @GerberKawasaki once again shows he has no idea what he's talking about. If he doesn't block me maybe he'll learn something. Thread: 1/n
2/n First, we are talking about market makers. It's not illegal and here is what the SEC says about it:
3/n A huge number of these "naked shorts" are merely trade execution for shops like @GerberKawasaki and other investors. Here is the flow: 1) Gerber places a sell order for a stock with his broker. 2) Broker routes that order to a market maker
Read 16 tweets
Keubiko Profile picture
23 Dec 20
Sass aside, none of that is inconsistent with what I tweeted yesterday. Here's a thought exercise: what is the difference between a physical dollar bill, a short term treasury bond, and Fed reserves? All are liabilities of the federal government. 1/n
Creating Fed reserves can be considered "printing", but when used to buy Treasury bonds it's swapping one liability for another. If you're going to get alarmist about hyperinflation because of muh printing, you have to explain the transmission mechanism 2/n
If the Fed creates reserves / prints, and just deposits that money in everyone's bank account, and people use it to run out and buy stuff, that is inflationary on the price of stuff. 3/n
Read 15 tweets
Keubiko Profile picture
22 Dec 20
1/n I have no idea if $AAPL is going to partner with Magna. But surprised the EV lunatics aren't all over $MGA:
2/n the company is an investor in Waymo and partnered with them on Waymo's first factory
3/n Magna makes the Jaguar i-Pace
Read 9 tweets
Keubiko Profile picture
3 Dec 20
OK time for a quick Tales From Investment Banking. 1/n
2/n Back in the day (90s, not that long ago), we had to do shit manually. Want to look at a research report? Walk your ass down to the investment bank's library (full time staff of 4, filing paper copies of quarterly reports and such) and fight over the microfiche machine
3/n earnings estimates were a highly sought after piece of data, unavailable to the public. Firms like ours would pay up for "I/B/E/S" en.wikipedia.org/wiki/Instituti… and other such data sources.
Read 26 tweets
Keubiko Profile picture
21 Sep 20
Look, @CNN, I think Kudlow is an insufferable clown, but to state there isn't "any basis" that the economy is in a V-shaped recovery is silly. Here are a few simple ones: 1/n
2/n US initial jobless claims: Image
3/n Industrial Production Image
Read 7 tweets
Keubiko Profile picture
19 Sep 20
Tales From The Peloton: 199 rides under my belt, so I’m all like “Ooh maybe I’ll do a live ride for 200 and get the shoutout my $4K goddamn deserves” But it’s a strength workout day, so will just use the bike to warm up for 7 or 8 minutes without doing a class 1/n Image
2/n So 8 minutes go by and I’m all “ok time to get off”. Then bam! A 200 ride badge drops on my ass. Then I’m all “WTF yo! Muh shoutout!” Image
3/n So then I was all “Settle down, you can delete the warmup you just did” Image
Read 7 tweets

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