Mark B. Spiegel
@markbspiegel
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Investor @ Stanphyl Capital. I now Tweet from @StanphylCap
New York City
Joined February 2011
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This account was recently restored by Mr. Fraudsperger's Syndrome after being suspended by Douchebag Jack. Since the suspension I've tweeted as
@StanphylCap
and will continue doing so until THAT one gets suspended!
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Boeing—which has gone from greatness to a scumbag company killing people with knowingly dangerous planes—should be ASHAMED of itself for firing this guy over this!
Fuck you, Boeing. You’re a bunch of cowards.
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Let me set the scene for you:
2nd largest economy in the world: closed from coronavirus
3rd largest economy in the world just printed -6.3% GDP BEFORE coronavirus
4th largest economy in the world (Germany) printed 0.4% GDP & 45.3 mfg PMI BEFORE coronavirus
U.S. stocks at ATHs
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Holy fuck:
NY FED SAYS IT WILL OFFER $1 TRILLION IN OVERNIGHT REPO EVERY DAY THIS WEEK
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@elonmusk
@Lebeaucarnews
Funny, I didn't hear you lecturing your partners in the Chinese Communist Party when they had 40% of the country locked down. Why is that?
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New York City has 8.5M people.
If just 5% get coronavirus (a low number for something this contagious), that's 425,000.
Fauci said today that 15%-20% require hospitalization. That's 65,000.
de Blasio said we have 1200 hospital beds available.
Scary.
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What the fuck "Twitter rule" did
@zerohedge
violate? Don't tweet something that may be incorrect unless you KNOW it is and are the securities fraud-committing CEO of an electric car company?
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@iemmys
@NYGovCuomo
That's after he killed tens of thousands of people by shipping them to nursing homes. Will that be inscribed on his award?
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@realDonaldTrump
Why are we bailing out companies that went into debt to buy back tons of stock and pay massive salaries to their CEOs?
That's BULLSHIT.
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Game of Thrones question for fintwit: now that the assets of Westeros are completely destroyed, what happens to The Iron Bank? The whole time I'm watching that dragon, I'm thinking: man, those loans are about to SERIOUSLY underperform!
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So to summarize:
Stocks could either soar or tank if there's a blue wave.
However, there's ZERO doubt that if there's a red wave, stocks could either soar or tank.
It gets a bit dicey though if votes are split between red & blue. In THAT case, stocks could either tank or soar.
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$TSLA GAAP income: $331M
Regulatory credits: $397M
Again, the actual business loses money.
That's all you need to know.
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So every major Chinese trade partner is on lock-down yet they print a 53 PMI???
HA HA HA HA HA HA HA HA HA
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Late this afternoon I sent the following email (below) to the most senior people at $TSLA auditor PWC, cc'ing members of the financial press. A couple of hours later I received an acknowledgement from a senior person at PWC indicating that these concerns will be taken seriously.
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@RBReich
George Lucas and Steven Spielberg are billionaires. So is Mark Cuban. So is Oprah. So are lots of smart investors, software entrepreneurs, Michael Bloomberg, the Nike guy, Michael Dell, etc., etc., etc.
Reich, you have written one of the dumbest things ever written. EVER.
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If you're long Bitcoin and wondering what to do NOW, take a deep breath, re-run your Bitcoin financial models, make sure there hasn't been an exogenous change to Bitcoin's business (in terms of margins, profitability, etc.), THEN make your decision!
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I happened to see this paid obit in today's L.A. Times, and it's so uniquely done I thought it was worth sharing...
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@realDonaldTrump
@JoeNBC
@morningmika
This is well worth tweeting about, Don. Hillary's sure glad you're focused on the "important" stuff!
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Okay, you guys won't believe this, but guess who invented and patented the (idiotic) Boring Company tunnel idea before Fraud-Boy pretended it was his?
$TSLAQ
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If you think the looting of honest citizens is now over, I have bad news for you...
The FOMC resumes operations at 10:15 tomorrow morning!
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@realDonaldTrump
How about we legalize the drugs & spend the "war on" money for treatment and education, and the cartels will just disappear along with their disappearing profits. WE'RE the market-- without "the market" the suppliers would be out of business. WITH a market they'll ALWAYS be there
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@Tesla
Can we all agree that making filthy lithium ion batteries, charging them with coal and waiting an hour to recharge them for half the range of a conventional car "is maybe a bad idea"?
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@elonmusk
My personal favorite is this one!
Am considering taking Tesla private at $420. Funding secured.
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It's been said by others but I'll say it too:
The way China is reporting almost an identical number of new coronavirus cases each day (approximately 3000) MUST be a reflection of its diagnosis capacity rather than the true caseload, which is likely much worse.
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It's April 10th, 2015.
You stand on a street corner yelling "In exactly 5 years Donald Trump will be the President of the United States, a virus will cause the largest worldwide depression in 90 years and Nasdaq will only be down 5% YTD.
You are immediately institutionalized.
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Says the dude who wants one of their sandwiches to cost $500.
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Kind of funny:
My gf is a doc at a top NYC hospital & NONE of her fellow docs are spending 2 seconds obsessing about coronavirus, other than keeping an eye out for it (as is the hospital).
But if they're married to finance guys it's all they hear about when they get home!
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This was just so mean!
You know what? When Ross's bubble-stocks collapse and he picks me up at the airport with nothing but the shaggy remnants of his $375 haircut, I'm going to deduct a full star from his Uber rating!
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Serious comment:
As a moderate libertarian I've always had a negative view of unions, as they kill corporate flexibility.
Elon Musk has single-handedly changed my opinion- yes, they kill flexibility but workers need that protection and the trade-off is worth it.
Fuck you, Musk.
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Was just asked by a finance publication for a quote about the $TSLA SEC settlement. Here's what I said: "Musk is brilliant at stock promotion and horrible at running a business. The SEC just halted his stock promotion and left him to run the business."
$TSLAQ
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Lol, Bill Ackman just said we need ELON MUSK to build a better ventilator, lol.
He did about as much diligence on Musk as he did on that guy who ran Valeant.
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ROFLMAO, this (in the newly amended $TSLA 10-K) is the funniest thing I've EVER seen in a major corporate filing!!!
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My girlfriend has a Chinese colleague whose high school classmate back in China (a man in his early 50s) dropped dead of the coronavirus in two days.
If there are only 200 some-odd deaths from this, what are the odds that we'd have that connection?
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@elonmusk
"U.S. Coronavirus Death Toll Is Far Higher Than Reported, C.D.C. Data Suggests"
DON'T LET THE FACTS GET IN THE WAY OF YOUR PONTIFICATING, FRAUD-BOY!
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Fuck Trump and his bailouts. Fuck bailing out the oil industry.
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Great, let them go into the market and sell $25 billion worth of equity.
MEADOWS SAYS AIRLINES NEED $25 BILLION, THAT COULD POTENTIALLY KEEP 30,000-50,000 ON THE PAYROLL
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You guys won't believe this but I just stopped on the New York state thruway and gave my car 200 miles of range in 90 seconds! My God, it's a modern miracle!!!
$TSLAQ
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Ladies and gentleman, as a proud New Yorker I'm pleased to present my new license plates, to be installed this weekend...
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It buys stocks.
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Trump is really fucking dumb.
We're talking about his 2016 & 2017 taxes here- in '16 he KNEW he was running for President and in '17 he WAS President.
Couldn't the idiot have told his accountants to make things come out so he'd have to pay maybe low 7 figures just for OPTICS???
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@BilldeBlasio
@FilmLinc
Why would you do this when pushing people together offers many more opportunities to spread the disease? To make more short-term tax revenue???
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@elonmusk
Here's a line from your 10-K. Have you ever read it?
"We incurred marketing, promotional and advertising costs of $70.0 million... in the year ended December 31, 2018."
$TSLAQ
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Lol, I can't get over how desperate (and HILARIOUS!) this is! For a car that won't be out until sometime between three years from now and "never" (my bet's on "never") they need the wire transfer "within 10 days"!
$TSLA
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Okay, why did Musk just exercise 175,000 options with a $31.17 strike price that don't expire until 8/13/2022??? Is this to post additional collateral for a margin call???
I'll bet yes and short more stock right now.
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Wow, $TSLA traded down $5 on the launch postponement-- there are actually dummies who bought the stock today based on that completely unrelated event... Amazing!
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I am dead fucking serious about this: every single rich guy who lectures us on "man-made global warming" should IMMEDIATELY give up his private jet(s) and the first thing every politician trying to waste trillions of our tax dollars on harebrained bullshit should do is BAN them.
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1) So here's how I now think stocks & bonds will unravel. (NOTE: THIS FORECAST IS WORTH WHAT TWITTER IS CHARGING YOU FOR IT!)
Core CPI now = 2.3% and I think (in the face of trillion-dollar deficits) it will remain steady or keep climbing.
$SPY $IWM
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@realDonaldTrump
Coronavirus has 10x the mortality rate of flu and 3x the RO.
With your attitude I'll stay short, thanks.
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"This couple gave up making $200,000 at hedge funds to live on a 36-foot yacht"
WOW, A COUPLE THAT "MADE $200,000 WORKING AT HEDGE FUNDS"!
WHAT WERE THEY? JANITORS, OR NET SHORT?
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I just took off our large $QQQ short/hedge in the $174s as I'm afraid they're gonna change the rules on us overnight. The idiots running this country are horrible at keeping us healthy, but first-class manipulators of the stock market.
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View from Montana Skeptic’s NYC apartment...
@skabooshka
is with us enjoying the view ... We walked by Elon’s past and future courthouse on the way over!
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The jackass running the Fed just said "We want the markets to price in risk."
HA HA HA HA HA HA HA HA HA
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The majority of the medical experts on the Fast Money trading panel have decided that the coronavirus is no big deal and this 0.9% selloff is "an opportunity."
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@zerohedge
I love the way Nasdaq considers "minorities" to interchangeable with gay & sex-change people, lol!
"Black, Hispanic, dick chopped off... it's all the same to us here at Nasdaq!"
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If you're suddenly deciding to short $TSLA, take it from the guy who blew the last three years betting "against fraud" and *on* "a rational market" and beware of "the echo bubble"!
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Hey, want to see some spy pics of the "third row" that allows two "adults" to sit in back of a $TSLA Model Y? Are these two adults double-amputees, by any chance?
$TSLAQ
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Great job spending billions subsidizing electric cars and solar panels!
Highly intelligent & cost-effective use of taxpayer money!
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23-year-old analyst charged with insider trading - earned $99,000 in illegal profits:
GOOD THING HE DIDN'T TWEET A FAKE $75 BILLION BUYOUT... THEY WOULD'VE HAD TO LET HIM GO!
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Serious question for
@federalreserve
:
Do you actually think it's an "intelligent policy" to drive the U.S. capital markets to be THIS disconnected from reality???
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Ladies & gents, the NHTSA has finally opened a full-bore investigation into
#Tesla
battery fires. Here are the first 4 pages of the 8-page letter...
$TSLA
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Just heard from someone on the ongoing Morgan Stanley $TSLA call. To paraphrase:
"Jonas is shitting all over it. Says it has too much debt & not enough revenue. Fixed cost structure needs to sell 1M cars. If demand growth doesn't recover it's a restructuring story."
$TSLAQ
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HA HA HA HA
This could be the funniest economic story EVER!
No you fucking idiots: the public doesn't think "faster price increases go hand-in-hand with slower growth"!
It KNOWS "faster price increases" destroy savings and raise the cost of buying everything needed to LIVE!!!
Central bankers hoping to raise inflation must do a better job convincing the public that faster price increases don’t go hand-in-hand with slower economic growth and job losses
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At what point in the market cycle are we when every rapper is also a venture capitalist?
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@elonmusk
The factory was closed for 6 weeks and you STILL don't have enough orders to sell what you can build this quarter???
HA HA HA HA HA HA HA
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I just sent this email to most of the $TSLA sell-side analysts (even the bears, who generally do solid work). There's an elephant in this room that NONE of them (except Gordon Johnson) are even MENTIONING. They can now consider themselves (and their employers) on public notice...
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@HuXijin_GT
@russian_market
Nobody's "gloating," asshole. The ordinary Chinese people are good people who are suffering TERRIBLY. We just despise communist party hacks and their kneepad-wearing propaganda mouthpieces like YOU.
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Holy fuck, $TSLA proxy just filed:
"on April 18, each of Brad Buss, Antonio Gracias, Stephen Jurvetson, and Linda Johnson Rice agreed collectively with the Board and its Nominating and Corporate Governance Committee that each of them will not stand for re-election to the Board"
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This is far and away the STUPIDEST motherfucker who ever served as President of the United States.
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Dude retired from SpaceX and bought himself...
...a Porsche Taycan.
Excellent choice, Tom!
$TSLA
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Wow, $TSLA down ANOTHER $40 after hours at the moment...
It's now just $520 over fair value!
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Elon Musk: "We don't have a demand problem."
THEN WHY DID YOU CUT PRICES 5 TIMES THIS YEAR, YOU LYING SACK OF SHIT?
$TSLAQ
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It's hilarious to hear that stocks are down supposedly because investors are afraid the Fed "knows something"! There are PLENTY of reasons for stocks to be down (I'm very net short), but the idea that that gang of idiots knows any more than YOU ain't one of them!
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Forget every douchebag Tesla owner you’ve ever met...
They’ve all been outdouched!
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Can we take a step back to contemplate the sick hilarity of a CEO who commutes to work every day in a Gulfstream G650 "saving money" by denying his employees toilet paper? Does anyone out there not realize that this man is a sociopath who cares about no life but his own?
$TSLAQ
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Hey moron $TSLA longs:
Elon Musk KNOWINGLY sells deadly cars to his customers but wouldn't DARE fudge the accounting numbers, right?
RIGHT???
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Why does Elon Musk have a private foundation in Curacao which is allowed to trade stock options? Any ideas,
@StuartMeissner
?
$TSLA
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In other words, Treasury is right.
The Fed and Treasury are suddenly ensconced in a rare public rift. Economists are strongly siding with the Fed.
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Wow, $GS is certainly hiring some market-savvy people these days!
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100% serious question:
If people such as
@mikebloomberg
@elonmusk
@andrewyang
etc. want to ban modern, emissions-compliant gas & diesel cars, why aren’t they advocating for the banning of private jets, non-sailing recreational boats/yachts & multiple home ownership?
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So how that we have one fraud named after Nikola Tesla's last name and another named after his first name, I just have one question:
Did that dude have a MIDDLE name?
If so, I smell an opportunity!
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Okay, so the labored breathing was just "obesity"... Excellent!
NEW: President Trump's test for coronavirus was negative, his physician says
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The Securities Act of 1933?
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Well, what have we here? Why, it's a whompy wheel Tesla I just drove by on North Scottsdale Road in Scottsdale, AZ.
$TSLA
$TSLAQ
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@elonmusk
Hey Fraud-Boy: I'll donate $10,000 to the charity of your choice if you provide the list to an independent auditor of my choice, scrubbed for duplicates and requested refunds, and it's over 100k.
You know where to reach me.
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"Hypothetically, if you went to Boston University and came out a moron, why shouldn't the college owe you a refund?"
Socialist Rep. Alexandria Ocasio-Cortez (D-NY) asks Wells Fargo CEO Timothy Sloan: "Hypothetically, if there was a leak from the Dakota Access pipeline, why shouldn't Wells Fargo pay for the clean up of it?"
Sloan: "Because we don't operate the pipeline, we provide financing"
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The last useful rat has left the sinking ship of $TSLA. Now all that's left is the pathological lying, securities fraud-committing drug-addict of a CEO.
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"Netflix (NFLX) App Download Growth Slows by 76% in September - Evercore ISI"
I'M NOT THAT GOOD WITH MATH. IS "76%" A LOT?
$NFLX
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