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IMO, our economy is way too sensitive to S&D factors. It always matters but a rumor of a shortage on something causes near instant price...
Palmer Luckey has been spamming the media, lately. He has a great message and is almost as compelling as Elon Musk was, in the early days. It...
AlgOIl did not scale. I was watching for someone to show signs of understanding scale and never found it. I did put considerable time into it,...
Airlines are set to boom like never before. I wish to make two points regarding this: 1) You never know. No investment is certain. 2) WXYZ was...
I'm following a couple of interesting companies that are close to IPO. I also follow quite a few technologies that are much further from becoming...
I just read some stats out of China that are alarming, although good for Tesla. The stats show Tesla selling 750K EVs per year in China but other...
Maybe it is that easy? If they announce everything is going to be smooth, a bunch of folks buy indices, and shazam... the market is smooth. I...
There are a couple of people in China I trust for feedback. They dont have a good macro perspective but they are honest and reliable. One is...
If there is a rate hike, Powell will require urgent replacement.
I'm trying to learn what I can about the AbramsX project and the upgrade packages for the M1A2 variant. It sounds like AbramsX is cancelled and...
I worry the seeds will turn sideways when they pass, making tumors seem like a better choice.
How do you gents explain to your partners, after a big up week, that you are nearly certain your portfolio is going to go down in the short term...
Our rocket is now up 12.1% on the day. Something is happening that I have no visibility into. I have decided to do nothing about it. :D
I have a mode I call, "the vacuum". We have a small cap that sees low volume. It is a medium holding for us. I followed it for 24 months before...
I haven't mentioned the CATL Shanghai plant build in a while. It is nearly done and I believe it is not operational but is beginning to tool. An...
We're having an epic day. One of our medium holdings that had been doing quite well since we purchased in 2018 jumped 10% today. The rest are...
BTW, phase 3 at Giga Shanghai resumed a couple of days ago. Elon put the brakes on expansion for about a year but it's back on in Shanghai. I...
I have never thought we would but I believe it will slam hard in the EV direction over a short period of time. The conversion will happen too...
Now that I've upset everyone with my corruption/politics rant.... :D The last 6 trading days have been epic. Not the biggest gains of our...
The WHO has tabled international health regulations that will give them power to lock the world down. I expect nearly all western countries to...
