To The Moon

As geopolitical risk looms, bonds — typically a safe haven defensive asset, which typically rally in times of risk and uncertainty — are… getting further sold-off.There’s two reasons for this: 1. Further flare-up and escalation in the Middle East geopolitics is likely to push up oil prices, inflation, and bond yieldsbut perhaps more important; 2. The main underlying current is one of reacceleration and inflation resurgence risk, and that is setting the tone and arguably speaking louder than the evolving geopolitical risk backdrop.We saw a shot across the bows last week on this with the stickier than expected underlying inflation measures… meaning that all those expected Fed rate cuts everyone was looking for are as a minimum going to be smaller and later than expected, and the tail risk is

$高盛(GS)$ Amidst a landscape of evolving financial markets and emerging technologies, Goldman Sachs ( GS ) has strategically positioned itself to capitalize on the growing demand for AI-related infrastructure. The success of OpenAI's ChatGPT has invigorated investor confidence, leading to increased funding in promising AI startups.In the wake of the Federal Reserve's efforts to navigate the economy towards a 'soft landing,' Goldman Sachs has demonstrated resilience and adaptability. Despite the challenges posed by rising interest rates and inflationary pressures, the firm has reported robust performance across various divisions.Goldman's investment banking division witnessed a remarkable 32% surge in fees, driven by heighten

If $Tesla Motors(TSLA)$ does announce layoffs -- as rumored -- it's a slippery slope for the company.So much of Tesla's value comes from (1) future growth/products that don't yet exist and (2) a talented, passionate, and loyal employee base.Any Tesla bull will tell you, "Tesla gets 5 million job applications per year from the smartest people in the world." But talent wants upside... On #1, it certainly looks like Tesla's demand is weaker than investors hoped and may be in decline for the foreseeable future. That doesn't bode well for margins, which are already falling, or future vehicles. And if Tesla starts trading more like an auto stock (which it is), it should be valued 80%-90% lower than it is today and even that would be a premium to the P/S