Cathy Woods has misread tech start ups for the past 6 years. Her gamble on Tesla shows she's backed the wrong business. In a little of 3 months, Tesla stock has fallen over 48% in value.
It's in free fall.
Leon Husk has set his company on fire by showing the world his true nature and people aren't having it. Tesla sales globally are plummeting. Members of the Tesla board have dumped their stock, running like rats abandoning the sinking ship and that includes Musk's own brother.
A macro point concerning the legacy auto industry and their ability to make a better/cheaper autonomous EV- all one has to do is look at Gm and Ford failures with their all in push for EV’s that loaded them with debt and status quo engineering.
One caveat- what happens when the next political party loads them with mountains of new regulations and restrictions?
Her investments are down 65% in the last two years. It’s like getting child care advice from Elon Musk. (But I encourage Republicans to invest everything they have)
Cathy Woods has misread tech start ups for the past 6 years. Her gamble on Tesla shows she's backed the wrong business. In a little of 3 months, Tesla stock has fallen over 48% in value.
It's in free fall.
Leon Husk has set his company on fire by showing the world his true nature and people aren't having it. Tesla sales globally are plummeting. Members of the Tesla board have dumped their stock, running like rats abandoning the sinking ship and that includes Musk's own brother.
So yeah.. keep schilling for failure, mate 👍
She thinks there’s something that will make me no longer think he’s a cringe, amoral, pedo?
Where do you get Pedo from? Just say I disagree with his political views.
It's a reference to the time he libeled the hero who saved the children trapped in the cave in Thailand.
The fact that he was good friends with Epstien and Maxwell is entirely incidental and unrelated.
The women he marries - all look like children . Just sayin’
Isn't China actually ahead on autonomous driving?
Musk is evil. Nothing anyone prints will change that fact.
If she says go left then go right as fast as you can!
A macro point concerning the legacy auto industry and their ability to make a better/cheaper autonomous EV- all one has to do is look at Gm and Ford failures with their all in push for EV’s that loaded them with debt and status quo engineering.
One caveat- what happens when the next political party loads them with mountains of new regulations and restrictions?
Her investments are down 65% in the last two years. It’s like getting child care advice from Elon Musk. (But I encourage Republicans to invest everything they have)
Please enjoy -
I like your story https://open.substack.com/pub/keithnewman
Hello Keith,
I hope this communique finds you in a moment of stillness.
Have huge respect for your work and reflective pieces.
We’ve just opened the first door of something we’ve been quietly crafting for years—
A work not meant for markets, but for reflection and memory.
Not designed to perform, but to endure.
It’s called The Silent Treasury.
A place where judgment is kept like firewood: dry, sacred, and meant for long winters.
Where trust, patience, and self-stewardship are treated as capital—more rare, perhaps, than liquidity itself.
This first piece speaks to a quiet truth we’ve long sat with:
Why many modern PE, VC, Hedge, Alt funds, SPAC, and rollups fracture before they truly root.
And what it means to build something meant to be left, not merely exited.
It’s not short. Or viral. But it’s built to last.
And if it speaks to something you’ve always known but rarely seen expressed,
then perhaps this work belongs in your world.
The publication link is enclosed, should you wish to experience it.
https://helloin.substack.com/p/built-to-be-left?r=5i8pez
Warmly,
The Silent Treasury
A vault where wisdom echoes in stillness, and eternity breathes.
Why does anyone listen to her.
She’s 68 years old?!?
This woman sold her NVDA before it went parabolic because the “AI narrative was over.”
You forgot China as the likely low cost producer of the future. Oh, is that the reason behind the tariff war?
On the other hand if investors are winning by betting directly against her, her takes are still valuable. 😀