Andrew Bhrams

A Quick Look at How Bad Tesla's Start of Q4 Is In all countries that report monthly Tesla sales (ex-North America), Tesla's October sales fell by 33% YoY to new lows since 2022's pandemic.

Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.

Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.

US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.

open.substack.com/pub/bradmunc...

Zohran Mamdani Refuses To Share Plan For Making Rich Richer

Zohran Mamdani Refuses To Share Plan For Making Rich Richer https://theonion.com/zohran-mamdani-refuses-to-share-plan-for-making-rich-richer/

Independents are especially likely to blame government dysfunction on corruption.

Wow - those are quite phenomenal headlines given the details of the story.

Ahh look, he’s just a ‘nerdy’ guy. No harm done.

You need to scroll down to paragraph 13 of the Sky piece to find the full story!

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1/9

$UNP donated to the Trump ballroom. Smart move. When it comes time for the STP to rule on the deal, it will be loaded with Trump goons. Deal goes through - massive new coast-to-coast quasi-monopoly. Deal fails - stonk scraping lows and $20B+ cash for buybacks and such. DYODD, not advice etc.

To the surprise of nobody, Grok is sharing an innumerate and exaggerated defence of Sarah Pochin's comments, which is being widely celebrated by those with as or more prejudiced views than those expressed by Pochin.

The hard task of exiting the populist trap [FREE TO READ] Javier Milei’s plight in Argentina demonstrates how difficult it can be to rescue economies

'Populism is often triggered by bad economies, but then makes what is already bad still worse. This is true of both the left- and rightwing varieties. The former attacks economic elites; the latter assails foreigners...' Martin Wolf on populism - on.ft.com/47hvI3j

Checking in on Trevor Milton [FREE TO READ] Nikola? I hardly even…

Keep rollin' rollin' rollin' rollin'

on.ft.com/4nKf3MR

Thread.

When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system

An AI Addendum Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue is needed to justify the current level of cap...

Pretty good article on AI from Kuppy. I share similar sentiments.

pracap.com/an-ai-addend...

During what turned out to be a 13 day government shutdown in October 2013 CEA released a report that projected 120,000 private sector jobs lost.

It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.

OpenAI’s era-defining money furnace [FREE TO READ] Actually we’re not even mad; that’s amazing

"OpenAI spent more on marketing and equity options for its employees than it made in revenue in the first half of 2025."

on.ft.com/3Krg4uC

Ridiculous

Absolutely absurd. FREE CHARLIE JAVICE!!!

She did nothing wrong by 2025’s standards. My god.

Only an administration intent on committing war crimes in the present and future would stoop to calling Wounded Knee a "battle" rather than what it truly was: a massacre of over 250 Lakotas, mainly women, children, and the elderly. 1/

I know you all don't actually read primary documents (I know y'all) but this from the latest EO is something you should put your eyes on (derogatory)

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Strong Message Here - Hurty Words - BBC Sounds Stewart Lee joins to look at the rebranding of cancel culture.

www.bbc.co.uk/sounds/play/...

CARMAX Q2 2025 EARNINGS: EPS 64C (EST $1.03) || USED VEHICLE SALES $5.27B (EST $5.69B)

Hugo Ekitike scores for Liverpool to give them a late lead against Southampton.

And, in sheer joy, he celebrates by taking his shirt off — and gets a second yellow card.

Nvidia’s $100bn deal with OpenAI: an Alphaville FAQ [FREE TO READ] All your questions answered, to the best of our abilities

We're just trying to be helpful.

on.ft.com/4gGwMCj

Ed Luce's FT column this morning is pure brilliance.

Here are my thoughts/comments on #Tesla stock price rising to
$395 and future outlook:

It's a well executed gamme squeeze for the last two days, nothing else. Nothing has substantially changed for Tesla, the business is still in straight decline in Europe and China, the US business will be

/1

Seems like someone should ask @chatterton.bsky.social why he's making stuff up? I've been scrolling through multiple feeds for the past couple hours and have not seen a *single* post celebrating. I'm sure someone out there has, but the idea that it's "every post" is an outright lie.

What’s the point of “fuck you” money if you can’t say “fuck you”?

So here's what Tesla did:

www.sec.gov/ix?doc=/Arch...

Musk lost his big payday in Delaware; that's pending on appeal. He may or may not get that restored.

In the meantime, the board a couple of months ago created a pay package for him that would pay out if he loses the Delaware case. But -

Do broken windows mean a broken Britain? In spite of reported crime rates falling, the UK public perceive them to be rising, and therein lies the problem

Do broken windows mean a broken Britain? on.ft.com/46709d7 | opinion

Sources: Klarna seeks a $13B to $14B valuation in its IPO next month, selling shares for $34-$36 as early as this week; Klarna sought a ~$50B valuation in 2021 (Reuters)

Main Link | Techmeme Permalink

Pray for the US Treasury market on.ft.com/4oY9f3C

From the transgenderUK community on Reddit Explore this post and more from the transgenderUK community

www.reddit.com/r/transgende...

Guess what?
The story about the trans M&S employee and the bra fitting is a pack of lies and distortions.
Want to know what really happened and how colleagues stood up for her?
Read her own account here.

250815 Opposition Orlando

Both @seamushughes.bsky.social and I had been thinking that SEC would dismiss the fraud case against Patrick Orlando, the guy who packaged up Truth Social as a SPAC.

But SEC just filed an opposition to dismissing the case, w/500 page appendix documenting his alleged fraud.