Tesla relied heavily on regulatory credits to make its numbers for a crucial quarter that will enable them S&P inclusion. Then, they immediately guided credit sales to drop sizeably in Q3. Nothing to see here...
Goldman says it doesn't think the company will guide for the September quarter due to uncertainty around Covid-19 and the potential that this fall's iPhone launch is delayed.
Silver has another big day, but market dynamics were different. Keith includes an open letter to Mercatus, responding to their swipe at the gold standard.