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https://twitter.com/TheDeMontigny/status/18286578770050625882/12 In short, COVID caused a once-in-a-lifetime auto parts shortage (), which limited semi-auto-car chips, the world over… temporarily. And, while other automakers weren’t willing to bypass the decades-long dynamic of testing new chips...sensiblemicro.com/blog/supply-ch…
https://twitter.com/GordonJohnson19/status/18107301884116541492/6 Taking a step back, keep in mind that the broker/bank simply matches counterparties (i.e., acts as an intermediary), or the put buyers vs. the put sellers. Thus, when the put/call ratios get out of balance, on large volume nonetheless, the brokers, often, actually BUY the...
https://twitter.com/munster_gene/status/17828871423828749632/9 So, first, @munster_gene, I'll remind you that at $TSLA's 3/1/23 investor day, @elonmusk and $TSLA's engineers claimed they discovered a new car manf. process that would reduce the cost to make an EV by 50%, while also reducing factory space required to do it by 40%.
https://twitter.com/charliebilello/status/17617529121901283572/7 You can't look at the Fed's bal. sheet in isolation. You have to look at total US liquidity, or: Fed Bal. Sheet - TGA - RRP = total US liquidity (or private money in the commercial banking system). And, when looking at this metric, due to the massive drain in the...