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True but common sense says that he will be more careful when talking about matters that can land him in jail. Sure, he could be being reckless but in my view 9 times out of 10, people as rich as him wouldn`t make that mistake. Especially given that he only tweeted after the Saudis reported their...

Perhaps, but what about 8%? or 6%? They also got Tencent as a shareholder, they got over $100B in cash. Who knows who else Musk got in his rolodex. Point is, this doesnt look as unlikely as the news media is making it out to be. He did say he had investor support and financing was secured, looks...

here is an ok article talking about the funding needs https://seekingalpha.com/article/4197043-tesla-much-cash-realistically-secure "At a minimum, 16% of the $70B ($11B) needs to be secured to buy out the general public (non-institutional investors). At a maximum, we will assume that insiders...

T Row Price has a private equity arm, there are probably other holders that can hold private stakes too. Musk tweeted "Investor support is confirmed", he did that for a reason

You are right, the thing is, these firms can always accept to be taken out at $420. All Musk needs to do is to convince them to vote for what he wants. The man was able to get rockets in space and land them back down, if he says 'this is the only way forward, otherwise this company might not be...

What about TSLA's behavior? Musk tweeted that funding was secured right after a $250B fund (more like $700B when you consider the other fund of the same country) put their money where their mouth was. Thats the funding, he considered it secured when they followed through with the investment. And...

All the 'funding' needs to do is to buy the stakes from the people that are against going private. So betting against the stock is to bet that the Saudis will not do what they are already doing. Its a $700B fund, $20-$50B is not all that much for them. The more interesting bet here is to long...

The funding is the Saudi soverign wealth fund and maybe another fund. in my mind he was talking about equity funding not debt funding

One of the problems with going private is that you are not allowed to have a shitload of shareholders, so Musk has to buy them out or come up with a creative solution. Well, thats exactly what is going on, the Saudi fund is buying shares from small shareholders that are selling (in the open...

I changed my mind on TSLA. Musk is not realling trying to pull an LBO, since that is impossible. He is trying to convince a lot of equity people to accept dropping their liquidity needs and join a dream. He is a pretty good dream seller, so I wouldnt want to bet against that. I mean, if every...

I changed my mind on the short. Musk is not realling trying to pull an LBO, since that is impossible. He is trying to convince a lot of equity people to accept losing their liquidity needs and join a dream. He is a pretty good dream seller, so I dont want to bet against that. I mean, if every...

https://pensionpartners.com/the-relationship-between-the-yield-curve-and-the-stock-market/ Yield curve and the stock market

This TSLA deal reminds me of the Greespan saying 'do you believe in your crazy old theory or your lying eyes?'. How can funding be secured if we are talking about twice the size of the largest LBO ever at twice the EV/EBITDA multiple of recent deals? On the other hand, how can he go out in...

What legally prevents Musk from saying "we couldn't agree on an interest rate that I thought it made sense so I decided not to move forward"? Anyone know? From my layman's perspective, there is nothing to prevent him to backing out specially considering that he is known to make promises he...

Given how erratic and volatile Musk's behavior has been this year, I would not be surprised if he is just messing around, trying to ruin shorts P&Ls. He did say "Am CONSIDERING" after all

I use Dastrader, I'm happy with it

"But what would seem like great news for its shareholders comes with plenty of unanswered questions. This would be twice the size of the biggest buyout in history, one that ended in bankruptcy. And Tesla is the exact opposite of the type of company buyout firms want: It burns rather than...

They would have to exit the EUR zone and then do it

% returns can be very misleading. If I'm a profitable trader that can pull $10K a month out of the market, then I can boost my returns % simply by withdrawing money from my brokerage account (say, keeping a balance of $50K instead of $500k). voila, my % returns have been increased dramatically...

Is there a precedent to that situation they are in? Meaning a country with a very high debt to GDP ratio that doesn't improve (and the improvement could come through devaluation of the currency, default, etc but these 3 countries dont seem to like that, at least to not any significant extent)...