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Can the rally continue or will it stall? TSLA: forget margins and units produced, here’s what you re

Jul 19, 2023

Good morning! 👋

Once again, it’s 0400 and I’m up and at it.

Actually, I’ve been at it…

  • TV with Maria… done.
  • PT… done.
  • Dad’s heart surgery… starting shortly.

Prayers, thoughts, and strength are all appreciated if you’re so inclined.


Here’s my playbook.

Previewing earnings: GS, TSLA and a new S&P 500 price target

I was honoured to spend a few minutes with Maria Bartiromo this morning previewing today’s earnings including GS and TSLA. We also talked about how I see the second half of the year setting up and more. (Watch)

TSLA: here’s what you really want to watch when it reports

All too predictably the analyst community is bracing for margins, units, and all sorts of other car/truck related data when Unka Elon reports later today. (Read)

They’re missing the point (again).

Tesla is about rewiring the entire energy complex as we know it.

I expect 50% YoY, perhaps more.

I’ll be super focused on where Musk intends to take power production, energy trading and AI. While we’re at it, I’ll also be focused on the Supercharger Network which I’ve maintained since 2012 is gonna be a massive annuity.

I’m starting to wrap my head around another split and $500 a share in 36 months.


Taco Bell liberates “Taco Tuesday”

Digital rights are one of the most challenging of all intellectual property issues, especially when it comes to trademarks at a time when using ‘em has become ubiquitous.

That’s why Taco Bell’s latest move catches my attention.

Taco John’s, a Taco Bell competitor, told the USPTO that it would abandon its Federal Taco Tuesday trademark in 49 states. The move, according to Taco Bell, liberates “Taco Tuesday” so that every American can enjoy ‘em without fear of consequences. (Read)

I can’t wait to see where this goes next.

Pass the hot sauce!

FTC and DOJ: Better late than never

The FTC and DOJ have apparently decided to lay out new rules to reflect the digital economy. (Read)


I suppose that it’s better late than never, but this certainly begs the question:

Why didn’t these discussions happen several decades ago when the handwriting was on the proverbial wall?

Regulators are constantly out-lawyered, out-innovated, and out-maneuvered, which is why you want to focus on companies making stuff happen rather than regulators who are constantly playing catch up.

Investors would be wise to realize which companies are innovating and invest accordingly.

MSFT is a great example.

No wonder individual investors have a hard time

Six days ago, CNBC published this headline noting that…

…JPMorgan says Carvana can fall more than 70% after skyrocketing this year

Scared money sold in droves.

Today they’re out with the following…

…Carvana shares soar 30% on deal to reduce debt by $1.2 billion

The FOMO crowd is already buying.

Meanwhile, Wall Street is making money in both directions.

Is it any wonder individual investors are confused??!!

REMEMBER: Today’s volatility has very little to do with actual market events. Instead, it’s a construct promulgated by the mainstream media, vested Wall Street interests and big traders who’d just as soon separate you from your money as steal your lollipop.

Defending against this sort of shenaniganry isn’t tough.

  1. Don’t play Wall Street’s games, unless you actually want to
  2. When in doubt, zoom out
  3. Buy the best, ignore the rest

When in doubt, zoom out!

And if you’d like a little help, I’m here and would love to earn your trust, goodwill and business. Upgrade to Paid

Bottom Line

The best companies make products that are:




Anything else is a risk you don’t want in your portfolio!

Just sayin’

Now let’s MAKE it a great day—you got this!

Keith 😊

Straight to your inbox from Keith himself!

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