DAILY NOTE ARCHIVE – NOVEMBER 2017

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Market is shifting away from tariffs

 Market is shifting away from tariffs Thomas Thornton, Hedge Fund Telemetry info@hedgefundtelemetry.com 11/13/2018As much as it may seem premature or wrong, I feel the markets are starting to shift risks away from the China/US tariff dispute and now are starting to...

Never Say Never Again

  Never Say Never Again Thomas Thornton, Hedge Fund Telemetry info@hedgefundtelemetry.com 11/8/2018   I'm a huge James Bond fan and a sucker for cool car chases and brunettes.  In the 1983 Bond film "Never Say Never Again" Sean Connery reprised his iconic role as...

Construction Zone

I‘m starting to question what is normal in this market. It wasn’t normal that the CEO of a $65 billion market cap public company tweets out he’s considering going private and that funding was secured. These are strong statements that should have had an 8k (SEC filing) following the tweets. That would be normal. No 8k yet and this tweet came within 24 hours of when they filed their 10k (filing following earnings with ALL the financial details) and there was no mention from the board that this was even considered. Elon Musk is not normal. He’s either the greatest visionary or a fraudster running a ponzi scheme.

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