$Tesla Motors(TSLA)$ "in the long run, everything will get better" really?
Was today a dead cat bounce after Elon used the Whitehouse as a car sales yard. And president Trump as an "enthusiastic" car salesman. Crap if you don't like something you don't take it for a test drive, and he didn't. Then Elon started more false promises saying the new driverless Car is "close" and has no steering wheel or pedals. First time I've heard that, has he mentioned that to the production line, cause I don't see them in production.
So my third condition for the total destruction of Tesla stockholder value is now in play. That is, Elon is trying to pump the stock yet again with promises that border on lies, because they are not realistic.
Meanwhile orders for Tesla globally Are tanking, as is the stock price. Elon has lost $100's of billions on paper. And he will likely loose $100's more as other countries cancel their starlink contracts. No wonder he looked visibly worried in his last two interviews. How much has he borrowed against stocks in X, space X and Tesla? How close is he to having to sell stock to cover margin calls on the debt?
And the Tesla board is MIA. Well not completely. They have been very active selling Tesla stock.
So am I putting my money where my mouth is and selling Tesla puts? Not yet, still to many fan boys and girls out there buying, cause just a dip, and it will come right, right?
I apologise for not being sympathetic to musk going bankrupt or getting fired from Tesla or both. Let's Face it he lacks the credentials atm to be in the Whitehouse Because he hasn't been bankrupt (as far as I know). And he's kinda ruined the lives of hundreds of thousands of Americans by firing them.
As a child I went to the circus a few times but never enjoyed it. The Whitehouse circus is no different. Not enjoyable at all. It's a clown show at all levels.
Now I have become too political of late. I apologise for that. But it's a very serious macro impacting the global economy significantly. Personally, I have reduced my position significantly in growth stocks and increased my position in dividend stocks. Plus got rid of margin Almost.
Now I have no clue if this is the bottom Of the market or just the beginning of a substantial correction. But the tariff wars are real, not a reality TV show Donald! You are causing real pain. And people will not wake up to all the lies until they actually feel it. Luckily they won't have to wait long.
So my investment strategy going forward is to DCA in with small amounts every week. Lots of stocks are getting cheap, but they will likely get cheaper until Elon is fired, and trump is impeached, or dies of a heart attack. Or the market might just keep calm and carry on. impacts of the musktrump roadshow get factored into Dcf spreadsheets and The new normal becomes total chaos daily.
Whatever happens, it's a pure nightmare short term, but a massive opportunity long term to buy stuff cheap cheap cheap.
@Ruw @Tiger_comments @TigerPM @Daily_Discussion @TigerWire @canadiankiwi
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