Innovation events as major wealth creation catalysts These are challenging times for investors. The more stress we have in financial markets, the more short sighted they become. There are some market participants who thrive in this as they can consistently generate profits by anticipating short-term cyclical trends. I am not one of those. I can see the arguments for oil going to $200 and to $50 and I have no idea which side is more compelling. Likewise, I can see the argument for 10y treasury yields hitting 5% next year, while I can also see the case for <2%. Again, I have no conviction on either side.
Jun 9, 2022·edited Jun 9, 2022Liked by Fallacy Alarm
September Optimus reveal has me excited. Totally in line with your thinking - want TSLA to go big with practical bots at scale. Definitely a very unique company.
As an aside, do you have any thoughts on oil/energy crisis? With a huge run up in oil and related companies, hearing all the investors in energy saying this is comeuppance from the "green" energy wave and oil will sustain even more prices. Time for TSLA to shine is now to transition world amidst all the fear/uncertainty. Would love your thoughts on this topic. Thank you for fantastic posts.
September Optimus reveal has me excited. Totally in line with your thinking - want TSLA to go big with practical bots at scale. Definitely a very unique company.
As an aside, do you have any thoughts on oil/energy crisis? With a huge run up in oil and related companies, hearing all the investors in energy saying this is comeuppance from the "green" energy wave and oil will sustain even more prices. Time for TSLA to shine is now to transition world amidst all the fear/uncertainty. Would love your thoughts on this topic. Thank you for fantastic posts.