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1,933 followers   •   506 following   •   Montana   •   http://davebudge.com

Registered Investment Advisor, Portfolio Manager, Recovering Banker, Cook, Cheese Maker, Music Buff and Outhouse Philosopher.

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Old Bull Lee
davebudge
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all of the downtrend in tsla has been pretty orderly so far makes me think if it ever sees capitulation it s g
All of the downtrend in $TSLA has been pretty orderly so far. makes me think if it ever sees capitulation it's going to be jaw dropping.
Old Bull Lee
davebudge
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i think tsla is going to be defended at 190 by both shorts and longs for a while lets see if they have the jui
I think $TSLA is going to be defended at $190 by both shorts and longs for a while. Lets see if they have the juice.
Old Bull Lee
davebudge
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where is that short squeeze i was promised a short squeeze
Where is that short squeeze. I was promised a short squeeze!
Old Bull Lee
davebudge
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i ve heard some talk from tsla shorts that money isn t their primary motivation well ftr i m in it for the mon
I've heard some talk from $TSLA shorts that money isn't their primary motivation. Well, FTR, I'm in it for the money. Why? Because I'm an unapologetic capitalist who believes in creative destruction and righting the misallocation of capital.
Old Bull Lee
davebudge
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that s it folks i gotta bounce i m sure when i get back i ll have no choice but to blame ether the algos or cl
That's it, folks. I gotta bounce. I'm sure when I get back I'll have no choice but to blame ether the algos or @CliffordAsness
Old Bull Lee
davebudge
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this tape has become completely boring this afternoon maybe that changes into the close but for the last coupl
This tape has become completely boring this afternoon. Maybe that changes into the close but for the last couple of hours my book hasn't swung 5 bps.
Old Bull Lee
davebudge
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there s a lot of collusion among my kids planning a big confab at the bunker this weekend i haven t consulted
There's a lot of collusion among my kids planning a big confab at the bunker this weekend. I haven't consulted Robert Mueller yet but where there's smoke there's fire.
Old Bull Lee
davebudge
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feels like everyone has already headed out to the hamptons
Feels like everyone has already headed out to the Hamptons.
Old Bull Lee
davebudge
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the oddity has returned as tsla stays green so do my tsla puts there s a message there somewhere
The oddity has returned. As $TSLA stays green so do my $TSLA puts. There's a message there somewhere.
Old Bull Lee
davebudge
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i hear a lot of people talk about how tsla is reacting vs the broad market the name has a beta of 38 it s damn
I hear a lot of people talk about how $TSLA is reacting vs the broad market. The name has a beta of .38. It's damn near non-correlated. It's a pretty worthless observation, IMO.

The Most Relevant

Old Bull Lee
davebudge
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chinese sell side investment stategest gun to my head i say we go higher
Chinese sell side investment stategest: "Gun to my head, I say we go higher."
Old Bull Lee
davebudge
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many people are saying
Many people are saying...
Old Bull Lee
davebudge
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pmarca i m a vegitarian not because i love animals because i hate vegetables steven wright
@pmarca "I'm a vegitarian. Not because I love animals. Because I hate vegetables." - Steven Wright.
Old Bull Lee
davebudge
i agree with bryancaplan s simplistic theory of left and right 2016 edition more than ever
I agree with @bryan_caplan 's Simplistic Theory of Left and Right, 2016 Edition more than ever.
Old Bull Lee
davebudge
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gop 2015 we can only reduce the debt if we get serious about entitlement reform gop 2019 fuck that
GOP 2015:

We can only reduce the debt if we get serious about entitlement reform.

GOP 2019:

Fuck that.
Old Bull Lee
davebudge
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1 i was thinking about what if tsla gets past all of the issues it has today such as debt production problem a
1/ I was thinking about what if $TSLA gets past all of the issues it has today such as debt, production problem, access to capital, tort claims, service issues, and the several other issues it's facing. What is a fair way to value the company?
Old Bull Lee
davebudge
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today i celebrate 21 years clean and sober i m still digging out but the task no longer feels impossible by th
Today I celebrate 21 years clean and sober. I'm still digging out but the task no longer feels impossible. By the grace of God go I.
Old Bull Lee
davebudge
Video player
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if you have an hour you should listen to pmarca and peterthiel discuss innovation via youtube cc tylercowen
If you have an hour you should listen to @pmarca and @peterthiel discuss innovation. via @YouTube cc: @tylercowen
Old Bull Lee
davebudge
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some macro things to watch new mortgage applications are lower assign the reason you see fit but the data is t
Some macro things to watch:

New mortgage applications are lower. Assign the reason you see fit but the data is the data.

New auto registrations are down significantly. GM is laying off workers.

Credit delinquencies are increasing.
Old Bull Lee
davebudge
from jonahnro s g file i fear the worst
From @JonahNRO 's G-File - I fear the worst.
Total(1) => 0.66940188407898 f_f_QM(2) => 0.19672584533691 indS(2) => 0.12036824226379 indM(2) => 0.069524049758911 indM_1(2) => 0.0046789646148682 indM_2(2) => 0.0008540153503418 indM_4(2) => 0.008044958114624 indM_5(2) => 0.017354011535645 indM_6(2) => 0.0012001991271973 indM_7(2) => 0.014147043228149 indM_8(2) => 0.0012950897216797 indM_9(2) => 0.0091030597686768 indM_10(2) => 0.012076854705811 f_f_pTL(2) => 0.46533012390137 f_f_dT(20) => 0.46498155593872