Slapdash
@slapdash.bsky.social
California DMV has narrowed its request to an in-state production halt of at least 30 days, asking for a follow up hearing to determine financial restitution for false advertising.
In the meantime, the OAH judge's decision is due November 26th.
$TSLA
In the meantime, the OAH judge's decision is due November 26th.
$TSLA
November 15, 2025 at 12:29 AM
California DMV has narrowed its request to an in-state production halt of at least 30 days, asking for a follow up hearing to determine financial restitution for false advertising.
In the meantime, the OAH judge's decision is due November 26th.
$TSLA
In the meantime, the OAH judge's decision is due November 26th.
$TSLA
Curious for @montanaskeptic.bsky.social's take on the timing here. Schreiber says his next case (Maldonado v Tesla) is in 75 days. Is that the start of the actual jury trial? Or just initial hearings?
Maybe @andyjayhawk.bsky.social can weigh in?
Maybe @andyjayhawk.bsky.social can weigh in?
August 20, 2025 at 4:23 PM
Curious for @montanaskeptic.bsky.social's take on the timing here. Schreiber says his next case (Maldonado v Tesla) is in 75 days. Is that the start of the actual jury trial? Or just initial hearings?
Maybe @andyjayhawk.bsky.social can weigh in?
Maybe @andyjayhawk.bsky.social can weigh in?
Also meanwhile, screwworm is marching north
July 14, 2025 at 1:55 PM
Also meanwhile, screwworm is marching north
The hearing is scheduled for 7/21-25, and the presiding judge tends to deliver decisions quickly. However, Tesla has asked for final post-hearing argument briefs to be due as late as mid-October, which I expect they'll get.
Still, probably a decision before year-end.
Still, probably a decision before year-end.
July 11, 2025 at 6:50 PM
The hearing is scheduled for 7/21-25, and the presiding judge tends to deliver decisions quickly. However, Tesla has asked for final post-hearing argument briefs to be due as late as mid-October, which I expect they'll get.
Still, probably a decision before year-end.
Still, probably a decision before year-end.
Hard to believe that the CA DMV false advertising lawsuit against Tesla is actually getting its hearing with the OAH in just over 1 week.
As a reminder, the remedies that DMV is seeking here are 1) suspension of Tesla's dealer license, and 2) restitution for harmed persons.
As a reminder, the remedies that DMV is seeking here are 1) suspension of Tesla's dealer license, and 2) restitution for harmed persons.
July 11, 2025 at 6:46 PM
Hard to believe that the CA DMV false advertising lawsuit against Tesla is actually getting its hearing with the OAH in just over 1 week.
As a reminder, the remedies that DMV is seeking here are 1) suspension of Tesla's dealer license, and 2) restitution for harmed persons.
As a reminder, the remedies that DMV is seeking here are 1) suspension of Tesla's dealer license, and 2) restitution for harmed persons.
Pretty darn close to free $ available on quite a few Tesla related betting markets.
Liquidity isn't great, but you can deploy a decent amount of lunch money across a few of these.
Also nice to get paid for making bets on Tesla failures, which is decidedly less rewarding in the stock market.
Liquidity isn't great, but you can deploy a decent amount of lunch money across a few of these.
Also nice to get paid for making bets on Tesla failures, which is decidedly less rewarding in the stock market.
July 11, 2025 at 6:28 PM
Pretty darn close to free $ available on quite a few Tesla related betting markets.
Liquidity isn't great, but you can deploy a decent amount of lunch money across a few of these.
Also nice to get paid for making bets on Tesla failures, which is decidedly less rewarding in the stock market.
Liquidity isn't great, but you can deploy a decent amount of lunch money across a few of these.
Also nice to get paid for making bets on Tesla failures, which is decidedly less rewarding in the stock market.
May 19, 2025 at 1:05 PM
Port of LA inbound volumes. 60% of these ships are coming from China. Seems like a narrative violation.
Did Trump tell the big box retailers that the tariffs would be taken down by mid-May when he met with them two weeks ago?
Did Trump tell the big box retailers that the tariffs would be taken down by mid-May when he met with them two weeks ago?
May 8, 2025 at 1:26 PM
Port of LA inbound volumes. 60% of these ships are coming from China. Seems like a narrative violation.
Did Trump tell the big box retailers that the tariffs would be taken down by mid-May when he met with them two weeks ago?
Did Trump tell the big box retailers that the tariffs would be taken down by mid-May when he met with them two weeks ago?
Re: margin debt, Musk apparently had *none* as of Q1 last year, when Tesla filed its annual report. Screencap below. Despite all the pledged shares.
He sold a lot of stock in 2022 - more than needed for Twitter and taxes.
Linked here: www.sec.gov/Archives/edg...
cc: @montanaskeptic.bsky.social
He sold a lot of stock in 2022 - more than needed for Twitter and taxes.
Linked here: www.sec.gov/Archives/edg...
cc: @montanaskeptic.bsky.social
March 10, 2025 at 7:17 PM
Re: margin debt, Musk apparently had *none* as of Q1 last year, when Tesla filed its annual report. Screencap below. Despite all the pledged shares.
He sold a lot of stock in 2022 - more than needed for Twitter and taxes.
Linked here: www.sec.gov/Archives/edg...
cc: @montanaskeptic.bsky.social
He sold a lot of stock in 2022 - more than needed for Twitter and taxes.
Linked here: www.sec.gov/Archives/edg...
cc: @montanaskeptic.bsky.social
American farmers having fun
March 4, 2025 at 4:02 PM
American farmers having fun
Coffee: OI has collapsed in the prompt months, and some differentials have gone negative. Typically see both after a bull market has culminated.
On the other hand, soil moisture is very low and forecast to decline further. There will be impairment to the 2026/27 crop if this persist.
On the other hand, soil moisture is very low and forecast to decline further. There will be impairment to the 2026/27 crop if this persist.
February 28, 2025 at 6:36 PM
Coffee: OI has collapsed in the prompt months, and some differentials have gone negative. Typically see both after a bull market has culminated.
On the other hand, soil moisture is very low and forecast to decline further. There will be impairment to the 2026/27 crop if this persist.
On the other hand, soil moisture is very low and forecast to decline further. There will be impairment to the 2026/27 crop if this persist.
February 7, 2025 at 2:01 PM
$SBUX made the interesting decision in Q4 to *further reduce* green coffee inventory, futures hedges, and fixed price purchase agreements.
January 28, 2025 at 9:30 PM
$SBUX made the interesting decision in Q4 to *further reduce* green coffee inventory, futures hedges, and fixed price purchase agreements.
Notwithstanding the initiation of investigations, the Biden Administration protected Musk and his companies from facing legal liability.
Pete Buttigieg personally intervened to rubber stamp a SpaceX launch license at Boca Chica as recently as October, despite ongoing Clean Water Act violations.
Pete Buttigieg personally intervened to rubber stamp a SpaceX launch license at Boca Chica as recently as October, despite ongoing Clean Water Act violations.
December 27, 2024 at 10:25 PM
Notwithstanding the initiation of investigations, the Biden Administration protected Musk and his companies from facing legal liability.
Pete Buttigieg personally intervened to rubber stamp a SpaceX launch license at Boca Chica as recently as October, despite ongoing Clean Water Act violations.
Pete Buttigieg personally intervened to rubber stamp a SpaceX launch license at Boca Chica as recently as October, despite ongoing Clean Water Act violations.
A new high water mark for Tesla L2 ADAS accidents reported to NHTSA in October.
December 16, 2024 at 3:01 PM
A new high water mark for Tesla L2 ADAS accidents reported to NHTSA in October.
Two margin increases in one week and price is just 3% off the ATH set in the 1970s. Rumors of financially distressed exporters, as would be expected.
And here's $SBUX appx forward hedge position as of end September. Largest buyer in the world, using>800mln lbs per year. Yikes!
And here's $SBUX appx forward hedge position as of end September. Largest buyer in the world, using>800mln lbs per year. Yikes!
November 28, 2024 at 4:09 PM
Two margin increases in one week and price is just 3% off the ATH set in the 1970s. Rumors of financially distressed exporters, as would be expected.
And here's $SBUX appx forward hedge position as of end September. Largest buyer in the world, using>800mln lbs per year. Yikes!
And here's $SBUX appx forward hedge position as of end September. Largest buyer in the world, using>800mln lbs per year. Yikes!
Bullwhip effect coming in state budgets as the last of Elementary and Secondary School Relief funds spent
November 25, 2024 at 3:57 PM
Bullwhip effect coming in state budgets as the last of Elementary and Secondary School Relief funds spent
Daily Linkup 10k and Indeed new job postings have been plunging over the past 6 weeks
November 19, 2024 at 2:14 PM
Daily Linkup 10k and Indeed new job postings have been plunging over the past 6 weeks
Another fatality was included in this month's standing order data for Tesla.
It was probably this accident: www.nj.com/mercer/2024/...
The Tesla was going 76mph in a 35mph zone.
It was probably this accident: www.nj.com/mercer/2024/...
The Tesla was going 76mph in a 35mph zone.
November 18, 2024 at 9:16 PM
Another fatality was included in this month's standing order data for Tesla.
It was probably this accident: www.nj.com/mercer/2024/...
The Tesla was going 76mph in a 35mph zone.
It was probably this accident: www.nj.com/mercer/2024/...
The Tesla was going 76mph in a 35mph zone.
Tesla L2 ADAS accidents reported to NHTSA
November 18, 2024 at 9:00 PM
Tesla L2 ADAS accidents reported to NHTSA
Hearing set with CA OAH for next July in the DMV false advertising lawsuit against Tesla (FSD & Autopilot).
This hearing had been set for September of this year, but was postponed to 2025 (I suspect by Newsom's office to avoid headline risk into potential presidential campaign).
This hearing had been set for September of this year, but was postponed to 2025 (I suspect by Newsom's office to avoid headline risk into potential presidential campaign).
November 13, 2024 at 9:41 PM
Hearing set with CA OAH for next July in the DMV false advertising lawsuit against Tesla (FSD & Autopilot).
This hearing had been set for September of this year, but was postponed to 2025 (I suspect by Newsom's office to avoid headline risk into potential presidential campaign).
This hearing had been set for September of this year, but was postponed to 2025 (I suspect by Newsom's office to avoid headline risk into potential presidential campaign).