@duncanreucassel That’s a mighty analysis! Isn’t it part of the Novogratz house? Probably undervalued relative to some of of the single-purpose CO’s so the re-rating opportunity is a believable narrative. Interesting to look for an entry in a drawdown
@ARKInvest@CathieDWood How much of your forward price prediction on TESLA is affected by the massive price advantage that China has on its leading EV? Apparently they now exceed Tesla on unit sales and will continue to according to analysts.
@krugermacro Bond traders now the rump of markets having missed the major move of the decade; soon enough treasuries will go 5% crypto to anchor their returns