Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (154692)	3/18/2020 1:09:21 PM
From: Box-By-The-Riviera™	2 Recommendations Recommended By Horgad kimberley Read Replies (2) \| Respond to of 218679

maybe it's just me but that doodle looks like a giant bear prick about to penetrate the market's ass. or is that just a boeing aircraft trying to fly w/o any controls?... i.e. with humans.

To: TobagoJack who wrote (154692)	3/18/2020 1:13:26 PM
From: Dr. Voodoo	Respond to of 218679

marketwatch.com Tesla stock called a ‘buy’ amid confusion about car maker’s factory Published: March 18, 2020 at 12:29 p.m. ET By Claudia Assis Tesla’s business future ‘remains overhyped’ Tesla CEO Elon Musk walks beside the new Tesla Model Y at its unveiling in Hawthorne, Calif., on March 14, 2019. Getty Images Tesla Inc. stock picked up a couple of upgrades this week while confusion still reigned about the extent the company’s California factory had been affected by a coronavirus-related shutdown. Bank of America analysts moved Tesla TSLA, -13.91% shares one notch to the equivalent of hold as Tesla stock fell about 50% during the coronavirus-related stock carnage. About a month ago, Tesla shares tested $900; they were recently trading under $400. The upgrade is based “solely on valuation,” the analysts said, also upgrading their price target on the stock from $370 to $500. “While we continue to view (Tesla) as a trailblazer in the electric vehicle (EV) market, we believe investor optimism around the company and its business/financial future remains overhyped.” Related: Dow tumbles more than 1,300 points amid questions whether government action on coronavirus is sufficient Tesla’s volume growth “is real, but governed by capacity expansion and capital commitment,” the EV market is not unlimited, and likely smaller than people realized, and its profitability and cash flow “are not good or consistent, and are major risks,” the analysts said as they enumerated risks around the stock. CFRA analyst Garrett Nelson upgraded Tesla shares to hold from sell this week, also based on the stock’s precipitous fall alongside U.S. equities. See also: Coronavirus update: 204,255 cases, 8,243 deaths, Trump to share FDA news “With (Tesla) shares down more than 50% since hitting a record high last month and having reached our price target, we now view (Tesla’s) risk/reward profile as much more balanced and raise our opinion to hold,” he said. The new Model Y compact SUV is likely to sell “very well” and the timing of Tesla’s $2.3 billion equity raise was a “prudent move that helped boost liquidity.” Tesla earlier this week announced its first Model Y delivery and has said it planned to continue operating its Fremont factory in California. Late Tuesday, the Alameda County Sheriff’s Department said in a tweet that Tesla’s Fremont, Calif., factory was a nonessential business and may only maintain “minimum basic operations” amid a regional shelter-in-place order to slow the spread of the novel coronavirus. It was unclear if that meant the factory would shut, in part or in whole, and Tesla has not responded to several requests for comment. Several counties in the San Francisco Bay Area are under a shelter-in-place order that went into effect Tuesday. Tesla workers reportedly showed up for work at the Tesla plant, though CEO Elon Musk said in an internal email that it was “totally OK” to stay home, the San Jose Mercury News reported, adding that Musk told employees he would continue coming to work every day. The factory employs about 10,000 people. Musk has played down the risk of coronavirus in tweets, saying Monday that the “danger of panic still far exceeds danger” of COVID-19 and earlier this month calling the “panic” over the virus “dumb.” Tesla has not updated investors about its plans for the coronavirus disruptions. On Tuesday, the United Auto Workers and Detroit car companies reached agreements to avoid weeks-long shutdowns of U.S. factories. Tesla does not have an unionized workforce. The union said late Tuesday that company executives had agreed to partial shutdowns of plants to allow for cleaning between shifts and other measures to minimize potential virus transmission.

To: TobagoJack who wrote (154692)	3/18/2020 2:52:02 PM
From: carranza2	Read Replies (1) \| Respond to of 218679

Thank G*d for gold and cash! Thankful to my lucky stars for not having bought much during the recent downturn. Boeing seems to have been unable to get more credit after it used up its line of credit. Suggests serious liquidity event. I guess.

To: TobagoJack who wrote (154692)	3/18/2020 7:21:22 PM
From: sense	2 Recommendations Recommended By pak73 SirWalterRalegh Read Replies (1) \| Respond to of 218679

Wonder where the margin calls are? Perhaps the Fed can collateralize that and rehypothecate it as tier 1 asset, put it in a bad bank, and IPO the beast. Saw that very well explained earlier today in a still quite concise ZeroHedge article. Found the article... but it has since been bastardized some, language removed, softening the message, fingers not quite as pointy, so you no longer automatically get the message quite so clearly. But you'll have no problem I suspect, connecting the still obvious dots... filling in the blanks... I'll copy only the last two charts and the supporting, post lawyered, no longer crystal clear language... One thing of note, the intraday timing of the dollar's surge strongly suggests whatever is dominating this dollar margin call appears to be emanating from Europe... Your guess is as good as ours on the specifics... Is that the bottomless pit that continues to suck up every drop of liquidity any central bank can spew with seemingly no interruption in the crisis.

To: TobagoJack who wrote (154692)	3/18/2020 8:07:56 PM
From: sense	Respond to of 218679

Perhaps the Fed can collateralize that and rehypothecate it as tier 1 asset, put it in a bad bank, and IPO the beast. I was "observing" this situation a few months back... as a number of odd things were occurring. I interpreted the tea leaves then as providing "anonymous" proofs that DB was in fact being bifurcated that way... later articles proved it was true. But what wasn't widely said was the "how". The U.S. operations got foisted on the U.S. as its responsibility, etc. BoA got stuck with the crap in 2008. This time they didn't say... but it had to be JPM. But the prior attempts at doing that ? Even when the Germans tried to sell bits of DB... no one would buy the parts. Not only wouldn't buy them... but wouldn't touch them with a 10 foot pole. They're toxic. What's been done to try to "fix" it since then... isn't done "in the market" but by the twisting of arms. A lot of it, unfortunately, is a "global sharing of the risk"... as Germany itself... the whole country... would fail it if were held properly accountable... as it should be... DB was so bad back then it was at risk of imploding... and exposing everything inside of it... any minute. That event would "take down the global banking system"... so "they" couldn't allow it... more whistling past the graveyard has ensued... Now, having already parted some "external" bad bits of it out... they're still trying to patch over the remaining black holes, it seems... and struggling mightily to prevent the gravity sucking them in every time they get close. If there is ever an accident at CERN's Large Hadron Collider... wherein they accidentally create a stable black hole... I think the scientists will all be shocked when they find the entire complex is suddenly sucked all the way to Frankfurt... and then just disappears. Unfortunately for the German's that will mean they're never able to complete construction of their giant robot project... Haven't seen any articles in a while... the sort you used to see... highlighting how massive the derivatives trade was relative to the rest of the global economy. The magnitude was always deflected with a "risks that will never be realized" wave of the hand... but, clearly, there is an issue that has been created that's more like that I'm addressing... where $12 trillion doesn't even make a dent in it... I think there's nothing wrong in banking that genuine transparency wouldn't cure. But, then, that's the point... that kind of transparency would cure us of having banks... or ever again having an interest in having them. I think most people don't realize how close we are to a repeat of 2008... not in stock market terms... but in terms of "systemically important" having now been proven as being a synonym for FUBAR... So, whatever it is they're doing now in "coordination"... the purpose of that effort is "more of the same" in desperation with a lot of "I hope we can get away with it"... I did note... that when the Fed "lowered" reserve requirements to zero... that it was the very next day that silver cratered ? Things were tight enough... they couldn't AFFORD to keep a lid on the silver derivatives problem with the little firepower they had left... and they couldn't take it to the Fed window... with the FBI watching ? So, how much $ and time did the lowering of quality standards buy them... and how much worse will the banks risks become now that they're ALL IN... have nothing left to throw at it ? And, that's when helicopter money suddenly gets real ? They're finally going to have to let some of their printing press money flow out on to main street... either in order to be able to launder it sufficiently... or just to wash away the blood ? .