I never claimed Musk is a Russian asset - the market is signalling how it feels about Musk. I’m just suggesting that the kind of edgy ambiguity that lands with

I never claimed Musk is a Russian asset - the market is signalling how it feels about Musk. I’m just suggesting that the kind of edgy ambiguity that lands with teens doesn’t tend to land with portfolio managers, as we are seeing. Obviously anyone who reads his 4 hour later follow up tweet knows he meant for the original tweets to be read as sarcastic. But it doesn’t change that it signals immaturity and instability in the c suite. You can disagree, but this is just not a motte and bailey situation, since I never made the original grand claim. And, for what it’s worth, I don’t think Musk is an asset at the heart of a big conspiracy. I think the truth is so much more banal than that - he’s just an impulsive guy surrounded by sycophants.