Political Posts

[SharperDingaan]

He ain't going back to his former role at Tesla. Have to think that he would also be gone entirely within a year. Tesla needs a goat to blame, and he's it.

 

Better if Tesla just fired him off the top, and he took himself elsewhere.

 

MAGA ... as in Make America GO AWAY !!!

 

SD

Edited April 2, 2025 by SharperDingaan

[backtothebeach]

On Eve of Trump’s Tariffs Announcement, Israel Says It Will Lift All Duties on U.S. Imports
https://archive.is/gJfgL
 

Makes sense. More countries should do this. We may soon read the headline  “Donald Trump ushering in a new era of free trade” lol.

[Gamecock-YT]

Disappointed we couldn't at least get a parade out of liberation day. Sad! 

[KFRCanuk]

19 hours ago, Milu said:

Anybody making predictions on Q1 deliveries for Tesla?

 

”Wall Street expects Tesla to have delivered about 373,000 vehicles in the January-March period, according to an average of 15 analysts' estimates from Visible Alpha that were refreshed in the past 30 days to reflect growing demand concerns. That would be a 3.6% drop from the same period a year ago, when it delivered 386,810 vehicles.”

 

If deliveries are actually down less than 5% year over year considering all the firebombing, swastikas and other negative headlines perhaps things aren’t so bad at all. 

 

 

My guess is Wall Street's estimate will not be anywhere close to that number. Those wanting an EV have lots of choices without the baggage of buying a Tesla. Also, the used market has lots of inventory. You can get a used Porsche Taycan for 1/2 price or better. With a full bumper to bumper warranty. 

Edited April 2, 2025 by KFRCanuk

[Gregmal]

What’s ironic is, assuming the tariffs are in fact reciprocal…who TF is complaining? Anti American whiners whom believe only America should face tariffs? Like go fly a kite. 

[Sweet]

4 hours ago, John Hjorth said:

Well, it isen't 1^st April any longer, but for entertainment purposes, from 1^st April, a thread on X, while the man is dead serious. ... -Enjoy!, and Happy Liberation Day! :

 

 

 

it’s just lie after lie.  Europeans will get all their money back - lie.  350 bn - lie.

Edited April 2, 2025 by Sweet

[dwy000]

If it was just reciprocal nobody would be complaining.  But it's not (or who knows actually, nobody seems to know what's really going on).  It's the tearing up of free trade agreements that made tariffs reciprocal at 0. And it's the whipsaw fluctuations in whats covered, whats not and at what rates.  How can any business do planning and investing when they have no idea what their costs will be and what their customers will have to pay.

[John Hjorth]

3 hours ago, Sweet said:

it’s just lie after lie.  Europeans will get all their money back - lie.  350 bn - lie.

 

@Sweet,

 

Correct, as documented, with sources, above, upsteam, earlier, in this topic.

 

The truth does not - in any way - matter to this person. It's like a humwee iddling, what ever is hitting his mind under these kinds of interviews in the oval oficce, comes out of his mouth, pretty much unfiltered, and unstructured, based on how questions are asked.

Edited April 2, 2025 by John Hjorth

[Gregmal]

5 minutes ago, dwy000 said:

If it was just reciprocal nobody would be complaining.  But it's not (or who knows actually, nobody seems to know what's really going on).  It's the tearing up of free trade agreements that made tariffs reciprocal at 0. And it's the whipsaw fluctuations in whats covered, whats not and at what rates.  How can any business do planning and investing when they have no idea what their costs will be and what their customers will have to pay.

Sounds like a lot of the same arguments they used to give Powell leeway to hurt peoples job prospects and salary optionality and risk a recession; guess this time they didn’t get their cash and short positions sured up ahead of time.

[Sweet]

26 minutes ago, Gregmal said:

Sounds like a lot of the same arguments they used to give Powell leeway to hurt peoples job prospects and salary optionality and risk a recession; guess this time they didn’t get their cash and short positions sured up ahead of time.

Powell didn’t cause inflation.  Holy fuck.

[Gregmal]

1 minute ago, Sweet said:

Powell didn’t cause inflation.  Holy fuck.

lol higher rates on the most expensive(not to mention most essential) things for most people, ie housing and auto financing, didn’t cause inflation? We dense? Or we giving him credit for solving the supply chain stuff that had zero to do with him and rates and all that but nonetheless was the perfect excuse to grab the spotlight?

[Red Lion]

4 minutes ago, Sweet said:

Powell didn’t cause inflation.  Holy fuck.

Well two factors with the increase in interest rates are inflationary, they increase the price of building and buying housing, and also created their own "supply shock" on the existing housing supply with the mortgage lock in effect. The increase in deficit and debt service : GDP. Neither one of these would have been as significant factors the last major hiking campaign where overall debt levels were substantially lower. 

Edited April 2, 2025 by Red Lion

[Gregmal]

Yea, bbbbbbut, Powell successfully caused the price of a frozen Digiorno pizza to come down $2…. Jesus fuckin Christ lol 

[Sweet]

Just now, Gregmal said:

lol higher rates on the most expensive(not to mention most essential) things for most people, ie housing and auto financing, didn’t cause inflation? We dense? Or we giving him credit for solving the supply chain stuff that had zero to do with him and rates and all that but nonetheless was the perfect excuse to grab the spotlight?

Greg, you aren’t entitled to low rates.

 

The low rates were a historic aberration.

 

Powell raised the rates back to their - check notes - historic average.

 

Big whoop.

 

Powell himself thought inflation was transitory and sat on his hands for several months before lifting rates.

 

Yes some people were hurt with increasing rates, and many people were hurt (retirees) from historic low rates - but you don’t care about them.

 

 

[Sweet]

2 minutes ago, Gregmal said:

Yea, bbbbbbut, Powell successfully caused the price of a frozen Digiorno pizza to come down $2…. Jesus fuckin Christ lol 

Real estate guy annoyed that zirp is over.  Go figure.

[Sweet]

6 minutes ago, Red Lion said:

Well two factors with the increase in interest rates are inflationary, they increase the price of building and buying housing, and also created their own "supply shock" on the existing housing supply with the mortgage lock in effect. The increase in deficit and debt service : GDP. Neither one of these would have been as significant factors the last major hiking campaign where overall debt levels were substantially lower. 

But interest rates rises tighten which is deflationary.  This works two ways.

Edited April 2, 2025 by Sweet

[Gregmal]

2 minutes ago, Sweet said:

Real estate guy annoyed that zirp is over.  Go figure.

lol you missed I guess what this did to home prices and rental rates did you? Among many other things. Yea, go figure. By the time you figure it out we ll be on to the next trade 

[dwy000]

9 minutes ago, Red Lion said:

Well two factors with the increase in interest rates are inflationary, they increase the price of building and buying housing, and also created their own "supply shock" on the existing housing supply with the mortgage lock in effect. The increase in deficit and debt service : GDP. Neither one of these would have been as significant factors the last major hiking campaign where overall debt levels were substantially lower. 

You're not actually suggesting that higher interest rates leads to higher inflation are you?

[Sweet]

8 minutes ago, Gregmal said:

lol you missed I guess what this did to home prices and rental rates did you? Among many other things. Yea, go figure. By the time you figure it out we ll be on to the next trade 

Anything that involves financing, like getting a mortgage, is touched by rates.  You mentioned this several months ago and about home buyers were affected.  You were complaining about it.

 

Your post for reference:

Edited April 2, 2025 by Sweet

[Sweet]

“US officials object to European push to buy weapons locally”
 

https://www.reuters.com/world/us-officials-object-european-push-buy-weapons-locally-2025-04-02/

 

Defies belief 

[lnofeisone]

22 hours ago, Milu said:

Anybody making predictions on Q1 deliveries for Tesla?

 

”Wall Street expects Tesla to have delivered about 373,000 vehicles in the January-March period, according to an average of 15 analysts' estimates from Visible Alpha that were refreshed in the past 30 days to reflect growing demand concerns. That would be a 3.6% drop from the same period a year ago, when it delivered 386,810 vehicles.”

 

If deliveries are actually down less than 5% year over year considering all the firebombing, swastikas and other negative headlines perhaps things aren’t so bad at all. 

 

13% decline year over year (down to 337k). It's not as bad as I was expecting. I think you mentioned they were clearing out inventory so that means there was heavy discounting. Also, this quarter Tesla will be competing with a lot of its own used inventory so it'll put the redesigns to test. 

[Buckeye]

Seems like that MANDATE that we’ve been hearing so much about is already beginning to show some cracks

[Gregmal]

38 minutes ago, Sweet said:

Anything that involves financing, like getting a mortgage, is touched by rates.  You mentioned this several months ago and about home buyers were affected.  You were complaining about it.

 

Your post for reference:

Yea they’re made it too expensive for the plebs to buy houses. But don’t worry Blackstone has rentals. 

[Milu]

8 minutes ago, lnofeisone said:

13% decline year over year (down to 337k). It's not as bad as I was expecting. I think you mentioned they were clearing out inventory so that means there was heavy discounting. Also, this quarter Tesla will be competing with a lot of its own used inventory so it'll put the redesigns to test. 

I was thinking it would be down somewhere in the 5-10% range so a bit higher than I expected. While I think there was some brand damage I think the model y redesign and its rollout dates for q2 may have caused a lot of European buyers to hold off. 

[Sweet]

18 minutes ago, Gregmal said:

Yea they’re made it too expensive for the plebs to buy houses. But don’t worry Blackstone has rentals. 

But 15 years of ZIRP played no role in house price rises.
 

ZIRP would never increase the pool of buyers and would never bid up houses prices with cheap financing.

 

It’s all Powell’s fault for pushing rates to a record breaking historic average.

 

Edited April 2, 2025 by Sweet