For the average American, this will be the single most disastrous economic policy ever implemented. They will be SHOCKED when they walk into Walmart in a few months.
Trump's popularity will plunge to new lows.
Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ
94K posts
Value investor with some opinions.
Registered Independent.
I mock BOTH parties... especially YOURS.
My name is Mark B. Spiegel.
StanphylCap.com
Joined October 2020
- $NVDA buying back stock @ 25x REVENUE while the CEO dumps almost $20M worth almost every DAY is priceless!
- Right now: VW stake in Porsche = 45 billion euros. VW stake in Traton = 14 billion euros. Total: 59 billion euros VW market cap: 46 billion euros VW's ownership of Audi, VW cars, Skoda, Seat, Cupra Lamborghini, Bentley and Ducati: free (We're long $VWAPY)
- Bessent, an hour ago: "Negotiations with China haven't started yet." LOL!!!!!!๐จ WHITE HOUSE: DOING VERY WELL ON POTENTIAL TRADE DEAL WITH CHINA
- Replying to @StanphylCapCorrection: thatโs Zach Foxโฆ Kenny Beats is on next.
- Okay, this is CLASSIC $TSLA scumbaggery!!! Remember how in Q4 it INCLUDED a $600M mark-to-market Bitcoin (digital assets) gain even in NON-GAAP income? Well THIS quarter it had a mark-to-market Bitcoin loss so it REDEFINED non-GAAP income to EXCLUDE it!!!
- Replying to @GenslerArchive @GaryGensler and @SECGovHi Gary, Good thing Elon Musk never did this with Dogecoin, right?
- Even though Trump is a vile human being, his policies are better than Biden's and while I was previously planning to abstain, I may now vote for him just as an F-U to the Democrats who brought a political case that wouldn't have happened against any other person in America.
- When a CEO tells you that 80% of the value of his $1 trillion+ company "heading to $25 trillion" comes from "a product" that is nowhere NEAR existing (generalized AI robots) & has SCORES of competitors... You might want to wake up & realize he's running a stock promotion. $TSLA
- The S&P 500's price-to-sales ratio has never been higher. If you think this will end well, you've never studied financial history. (No, this time is NOT "different.") We remain short $SPY.
- Replying to @elonmuskBut you've been doing this for 7 years already! I mean you wouldn't lie to us, would you?Welcome @Chiefboltkennyh to @TeslaMotors. He will apply Formula 1 techniques to revolutionize servicing mainstream cars.
- What to know what a big chunk of $TSLA's Q4 income was (besides 25% of it being emission credits that will likely disappear)? "$0.6B mark-to-market gain on digital assets" Yup, they booked unrealized Bitcoin gains into profits.
- Replying to @KeithOlbermann and @AOCKeith, did you really go to Cornell? (I know you did- I'm a VBR alum too.) Did you know all 1.4B cars & light trucks in the world COMBINED contribute only 12% of man-made CO2? Have you done a "temperature cost-benefit analysis" of spending TRILLIONS on (half fossil-fueled) EVs?






