> We think the Fed could only deliver the rate cuts priced in by markets if a more serious credit crunch took hold and caused an even deeper recession than we expect

This also would be admitting that we're hitting recession scenarios while at the same time inflation is mooning. This would be close to a worst possible scenario.

That's just called inflation.

When no matter what happens the amount of dollars for any given asset is always going up, that means the currency is plummeting.

> Interest rates wont make banks collapse. Might even help them and keep them from doing more bad idea loans. Also help strengthen the dollar they have. Make more people hold money vs stocks.

You're assuming they're not underwater and just holding their breath for as long as they can while the other banks fail first so they get the bailout instead of the belt.

It is going to take years to rid wallstreet of the belief that easy money is going to pour in and save them. The only questions are where the bubble bursts, how bad it is, and whether it's a stock or currency collapse.

My bets on currency collapse at this point. People will keep pointing to the green stock market year after year and they never ask if the green is the company increasing in value or the currency decreasing in value. TBH we might look back and this is what's been going on for years.

If they intended to do that they wouldn't have already lowered the rate raises. They know the political government will start tampering with them again. As soon as they got whiney they slowed the rate raises.

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There is no way they're ever controlling inflation, they completely blow that out of the water with the 25bps hike.

They don't have the balls to raise rates above the projected inflation rate.

They're still printing money just slower.

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edit: For the non-doomers think about that. Your savior the fed with his soft landing won't even raise rates to match inflation. The economy is so fucked that they can't turn the inflation pump off or you all crash.

GLHF.

The point is that debt obligation getting too high is the only thing that actually stops inflation.

That's literally the point. That is what they're targeting.

You're still interpreting soft landing as for you and not soft landing for the fed.

You stop money circulating by making your current obligations high enough to pull that money from the market and if your business doesn't adjust it gets wrecked.

No wrecked businesses = it hasn't happened yet. Turning free money fountain back on = inflation is back.

The rates aren't going back down any time soon, or the inflation is coming back.

The lack of bad things happening is how much free money is still in rotation. This is 100% to be expected with 13 years of pumping money into the economy like this.

will continue until becomes

> I thought they were able to bring cost down on model 3/y production.

This has been claimed but no meaningful substantiation has been provided. It is equally likely that they are just taking the L.

> Competition is no where near, I rarely see a ford lighting, Mach-e or ioniq 5 because of their production being sub-par

That doesn't mean the competition isn't seeing rapid growth and sales, this just means they don't have rapid growth and sales in the past. This is mistaking rate of change for raw numbers. Raw numbers are still good for tesla, but growth is rate of change, not current values.

Cathy is an irrational idiot. The market is widely known to stay irrational longer than you can stay solvent.

There is no possible fundamentals based valuation that make Tesla a good buy. It's a speculative gamble, and there's nothing wrong with making those as long as you know you are and you keep your head up to needing to GTFO that gamble.

The dumbass gambler that buys the winning ticket still wins, that doesn't make tickets a good idea for you to buy with your rent money.

It's almost like people don't understand how facebook became the place most people get their news, especially the poor.

We could also just fund public news again.

This isn't true. I've worked with a lot of motherfuckers that haven't done anything. They never fail, you have to at least try to fail. Their management failed though, by hiring and keeping them there as long as they did. Usually they corrected that failure by firing them.

I mean if the markets gonna fuck you, it's wise to relax as best you can. Not the worst idea I've seen posted today.