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Sunday, July 3, 2022

At The Top Of My Twitter Energy Feed This Morning -- July 3, 2022

Link here

I would have to go back and look at the European events and economies in the 1930s but something suggests that if we have whole scale collapse of German industry, Putin's War could become much, much bigger. Overnight.

Again, for the umpteenth time, Peter Zeihan's c. 2022. 

Very concerning to me, at this moment in time, the US does not seem to have an administration that can react quickly, decisively, and smartly. 

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Tesla

 Updates

July 5, 2022: link here.

It's been almost two weeks since the last tweet from Elon Musk.

Original Post

Tesla doesn't report until later this month, but there are indications that Tesla has a cash flow problem, or more specifically, no cash on hand to pay some creditors. I have no idea. Just something I happened to see on my twitter feed earlier last week. 

Usual disclaimers apply: this is not an investment site.

Link here

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The Fed's Next Problem

Speaking of a cash flow problem over at Tesla. The Fed's next problem may very well be a liquidity crisis. 

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Saudi's Foreign Reserve Assets.

Re-posting. A very unusual "pattern," wouldn't you say?

Link here.

Record revenue, but yet foreign exchange reserves flat. 

One can guess top two reasons.

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The Sports Page

One-touch football. Link here.

1 comment:

  1. "Very concerning to me, at this moment in time, the US does not seem to have an administration that can react." Period. There fixed it for ya.

    ReplyDelete

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