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But we saved everything 🙂.
Gordon Johnson comments on the financial implications of war, highlighting that increased risk leads to lower asset values and a heightened need for access to physical dollars to settle margin calls.
He suggests that in such environments, investors may sell all types of assets, even traditional safe havens like gold, to meet liquidity requirements.
Johnson has previously scrutinized automotive claims, flagging the presence of a steering wheel in Tesla's cybercab as inconsistent with full self-driving statements. He also cited Tesla's pattern of repeatedly overpromising and underdelivering on major manufacturing initiatives. The analyst’s recent comments maintain a focus on risk and transparency in financial matters.