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A batch of the best highlights from what Stathy's read, .
One of my Substack subs asking, “Why would they telegraph this so openly?”
My response:
“Because they had telegraphed the other way which caused Oil prices to move up, and there’s an election in 3 weeks!”
Musings of the Day, 10/1...
@UrbanKaoboy on Twitter
Since the October 27th low, the S&P 500 is now up a MASSIVE ~40% in 11 months.
That's more than four TIMES the average annual return of the S&P 500.
During this time, we have had TWO drops of 10% or more and the S&P 500 has still been able to hit 41 record highs in 2024.
The Million Dollar Quest...
@KobeissiLetter on Twitter
C11) $TSLA has generated an estimated $23mn (!!!) in core operating cash flow (OpFCF-Capex) since 2010 (effectively since inception) and received regulatory benefits worth $10bn. Financially $TSLA has achieved nothing in 15 years yet is valued at $900bn!
$TSLA the AUTO OEM Part...
@LostFundamental on Twitter
...catch up on these, and many more highlights
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