Elon Musk Tracker

Elon Musk is forecast to be worth $713B

Marco Rubio is now the odds favorite to win the 2028 presidency

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53% chance $TSLA deliveries grow above 500,000 in a single quarter.

NOW: 13% chance members of Congress are banned from trading stocks this year

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There is a 49% chance Bitcoin hits 50K before 100K

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There is a 11% chance Philadelphia 76ers win the 2027 NBA championship

There is a 53% chance Tesla delivers more than 1.75 million cars this year

There is now a 18% chance Gavin Newsom is the 2028 Democratic presidential nominee

76% chance the Federal Reserve maintains rate in July

59% chance Stripe acquires PayPal this year

Her: “Say something in Korean” Me: “지주회사” (holding company) Her: “What does it mean?” Me: “It means a 50% discount to NAV and I own six of them” There was no second date.

New article just dropped Get off the subway at Hagye station on Seoul’s Line 7, in the northeastern district of Nowon, and you walk almost directly into a department store. It is not a glamorous one. There is no Chanel boutique on the ground floor, no valet stand, no atrium with a Jeff Koons hanging in it. What there is, instead, is last season’s outdoor apparel at 60% off, a food hall doing brisk business in the basement, a sports center, a parking structure, and a steady river of middle-aged shoppers from the apartment blocks that surround the site in every direction. Nowon is one of the densest residential districts in one of the densest cities on earth. Roughly half a million people live there. Land next to a subway station in a district like this is, by any sane reckoning, one of the more valuable things a company can own in Korea. The company that owns this building owns it outright, along with the land under it, along with five other department stores on similar transit-adjacent sites in Seongnam, Bucheon, Gwangmyeong, Daejeon, and Jeonju, along with five separate investment properties. Its market capitalization is about ₩95 billion. That is roughly $68 million. For the entire company. All six stores, all the land, the cash, everything. The real estate alone sits on the books at ₩418 billion, last revalued in 2009. Korea Economic Daily looked at it in 2022and concluded the property was worth over ₩1 trillion at market prices. A 2020 press estimate, speculative but instructive, put the theoretical liquidation value at ₩3 trillion or more. Take the conservative number. The market is selling you a trillion won of prime Korean commercial real estate, plus a profitable operating business, plus net cash, for ninety-five billion won. Nine cents on the dollar, before you even argue about the aggressive case. There is, of course, a catch. There is always a catch. But the catch here is not that the assets are fake, or encumbered, or in the wrong place. The catch is a question about human intent, and for the first time in two decades, Korean law is starting to answer that question for the humans involved.

There was a South Korean YouTuber who was stabbed because his stock picks went down. This might be the biggest bull sign ever. This is a bottom signal.

2/3 of Korean stocks trade below book. Japan was less than half before its rerating. Korea just made shareholder fiduciary duty hard law and tied tax breaks to Value-up plans. The 2025 rally was basically two chip stocks. The cheap two-thirds hasn’t moved yet.

I’m shaking right now. It’s over. Someone please shut the market down and never reopen it.

I wrote up a new company. It looks extremely cheap.