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The guy I used to work with (I’ll call him “Q”) who shorted $TSLA at $600 in Dec called me today:

Q: Why is $TSLA up 6% on no news?

GB: Because it was down 8% yesterday on no news - unless you call a 10 bp rise in treasury yields and $BTC collapsing news. You still short?


2/ Q: Of course I’m still short. It’s up another 30% since we talked two weeks ago. It’s all mo’.

GB: $TSLA MIC Y has a 4 mo wait. It’s entering India. Analysts are playing leapfrog raising PTs. Active mgrs have to own it or get fired. It’s cheap at 80x 2022 EPS vs 55% growth.

3/ Q: Your earnings estimates are like twice consensus.

GB: The Street’s been wrong on $TSLA forever. Why do you listen to them? You really shouldn’t be short going into Biden’s inaugural speech and the FY’21 volume guide at the end of Jan. You’re going to get run over.

4/ Q: Whatever.

GB: Did you rent a Tesla for a week like I told you?

Q: No. You know I don’t drive.

GB: Did you build a $TSLA 5-yr volume, earnings, cash flow model?

Q: No. No one can forecast out 5 years.

GB: Did you talk to any Audi or BMW dealers? Or Tesla owners?

5/ Q: I don’t have time for that.

GB: Q, you haven’t done any real research. $TSLA ‘s up 40% since you shorted it. Maybe you should figure out why it keeps going up.

Q: It keeps going up because people like you are pumping it.

GB: You’re giving people like me too much credit.
As usual, @C_Stroop is right that we need to get ready to roll up our sleeves. This doesn't end on inauguration day. Christian Nationalism needs to be in the spotlight it must be exposed to be fought. Small town Christo-fascism is on the rise, and my hometown is an example. 1/


My hometown is Alamogordo, New Mexico. It's a military town. Holloman Air Force base is nearby, and so is the Army's White Sands Missile Range. It's also a hotbed of White Evangelical Christian Nationalism. 2/

Currently, the most notorious Christian Nationalist from Alamogordo that I can think of is Couy Griffin (no relation to me). He's a former pastor, turned County Commissioner, and founder of the group "Cowboys for Trump." I've talked about him before.


Couy Griffin and his Cowboys for Trump attended the the Coup Klux Klan in D.C. I'm not surprised. They went prepared for extremism. Here's a quick video of them outside the kitschy "Running Indian" trading post just outside Alamogordo. 4/


Notice what they say. "Give me liberty or give me death" and "We've god God on our side, and we've got the Truth on our side." Probably every Ex-evangelical I know has heard those words in church. 5/