Originally Posted by
Dassets
The Q1 production is out, production at 305,407 slightly down on the last qtr(Dec). Deliveries were 310,048 vs exp 308,838 but this expectation was reduced down last week when some downgrades came through so will disappoint the bullish analysts. IIDK whether this affects Musk's forecast of 50% increase this year.
I had to take some brave pills last week with some concrete soup. Being short this, bitcoin, AIR and long STU, NWF, small long RKLB will do that to a grown man. The "portfolio" is schizophrenic in behaviour. Think I may not have followed portfolio theory in class well enough. If you want to scare yourselves go look at the kiwi swap rates and continued plunge or the current account record deficit or US TreasurIes. I heard this week that Whanganui house prices are trading 18% below peak already. Happy to be short but better challenge the investment committee on stock selection.