Browsing Tag

Tesla

IPOs, a global rebound and Tariff Man

The IPO market is hot As I wrote last night, IPO conditions right now seem nearly ideal for growth companies to come to market. The appetite for loss-making companies shows us that public investors are willing to overlook losses as long as…

Melting Up?

Tesla On Thursday, I wrote that "Tesla has been forced to pony up for those converts. They now have $2.2 billion, $1.5 billion less than at the end of the last quarter. I think the need for more capital is a question of when, not if. But if…

Re-acceleration, but for how long?

After the Fed overtightened in 2018, it reversed course abruptly. And risk assets have cheered the Fed's volte face with a V-shaped surge to new highs. And, coincidentally (since Fed policy acts with a lag), the economic data have turned up…

Some thoughts on the week I just missed

I am back after a week away from the site. Politically, it was a pretty eventful week. On the economy and market side, it wasn't as dramatic. But I do have a few thoughts to start the week on what's relevant. 1. Sentiment shift on Mueller…

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