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I’m sorry but my mind is blown. I want to try to be smart and respond intelligently but this was great. I’ve been following Tesla for quite some time now and have been able to make some money off of understanding the metagame. But the metagame was so well articulated in this article. I need to take a break go through a second read. Thanks for providing such deep insight.
Rusty outdid himself with this one. It’s the best thing I’ve read on Momentum/Trend-following strategies in a really long time AND it’s a phenomenal application of narrative analysis.
I’m curious if we are now in Act IV: Profitable Tesla. We’ll see if the bulls have retaken control of the narrative with Citron’s flip from a short to a buy and today’s Q3 earnings report. The news flow on TSLA is the most weaponized on any public company I have ever seen.
That’s a good way of putting it.
Great piece Rusty! For a new entrepreneur, it takes a lot of courage to recommend other resources that might take eyeballs off you. Very clear eyes and full hearted of you.