Wednesday, July 10, 2019

Notes From All Over -- Part 4, July 10, 2019

For the archives, from BP:


Tesla, over at SeekingAlpha -- quietly cuts leasing rates
  • Tesla quietly absorbs the $1875 FIT credit reduction and leaves lease prices unchanged, which is effectively a price cut.
  • Tesla is signaling that it will miss 2019 delivery guidance of 360,000-400,000 units by not reaffirming guidance.
  • Tesla's Q3 risks a repeat of the disappointing Q1 results as the FIT credit reduction on July 1st likely pulled demand forward into Q2. 
Tesla: missed its shipping goal of 33,000 cars in 2Q19 by ... 200 cars
  • employees promised bonus if goal of 33,000 hit
  • goal missed
  • no more mention of bonus; employees not expecting to see bonuses
Trump win; court tosses lawsuit re: foreigners using his hotels; won't make national news tonight; weather in Gulf Coast will be the big story.

Iran started it, Lloyds of London will stop it: tanker rates soar 10-fold after Iranian shenanigans in the Strait of Hormuz. I don't know if Iranians understand the insurance business.

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The Book Page

Casablanca: "everyone" knows the story; the censors at the time were concerned with adultery; some might see "bigamy" in the story.

Back Street, from wiki: the story follows two lovers who have limited opportunities to get together because one of them is married. Again, "bigamy."

From Jane Eyre: Portrait of a Life, Maggie Berg, c. 1987, page 11:
A year after the publication of Jane Eyre (1847), Elizabeth Rigby expressed concern that sales of the book were so high:
Mr Rochester is a man who deliberately and secretly seeks to violate the laws both of God and man [bigamy], and yet we will be bound half our readers are enchanted with him for a model of generosity and honour. We would have though that such a hero had had no chance, in the purer taste of the present day [Victorian England]; but the popularity of Jane Eyre is proof how deeply the love of the illegitimate romance is implanted in our nature.
It is quite amazing. Emily Brontë's Wuthering Heights is the classic, towering over everything the Brontës did. I always thought Jane Eyre was second-rate when compared to Wuthering Heights. But now, it appears that of the two, Jane Eyre may be the more timeless.

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