Market Thinking

making sense of the narrative

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Tag: Tesla

Options trading gives options for trading

Short Term Uncertainty As we run into Thanksgiving, traditionally the ‘end of the year’ for a lot of trading funds, many market signals are being distorted; by options trading and gamma squeezes in equities and by forced unwinding of curve Read more…


Do we care about Tesla Vapourware?

While on the one hand the IPO of Rivian this week should put a final nail in the coffin of Tesla’s cyber truck project, on the other hand Rivian itself looks like it may be too late to the party Read more…


Economics by anecdote

The famous investor Peter Lynch worked on the principle that he invested in ‘things he knew about’ and similarly it often pays to listen to the things around us rather than waiting for them to become ‘official’. WIth that in Read more…


Tesla… S,3,X,Y Models and now a pickup and a semi

Forgive the rather obvious innuendo, but it was in fact intentional by Elon musk to label his cars this way. The point of the post is that as Tesla completes its line up, the cars are losing their competitive advantage, Read more…