Ed Carson

Gosh, wonder if the Trump administration will settle with Trump. www.cnbc.com/2026/01/29/t...

The S&P 500 hit a new high and the Nasdaq is on the cusp of doing so while many leaders flashed bullish signals. But Meta, Microsoft, Tesla earnings loom Wednesday, along with the latest Fed meeting. Seagate, Nextpower, Texas Instruments were earnings winners late.
www.investors.com/market-trend...

This is like saying Ghostbusters was founded on ghosts.

A huge earnings wave looms, led by Tesla, Microsoft, Meta and Apple, as well as Boeing and several hot chipmakers. Several stocks reporting are near buy points, including TSLA and BA.

Futures: 100% Trump Tariff On Canada? Big Earnings Loom Trump threatened a 100% tariff on Canada if it makes a trade deal with China.

Trump threatens 100% tariff vs. Canada if it makes trade deal with China - a week after endorsing the idea.

Stocks recovered last week from Trump's Greenland shifts, with the key indexes only slightly lower, above key levels. 1/2
www.investors.com/market-trend...

Trump Links Greenland Threats to Nobel Peace Prize Snub Donald Trump linked his claims on Greenland to not being awarded the Nobel Peace Prize in a letter the US president sent to Norwegian Prime Minister Jonas Gahr Store.

This is deranged. www.bloomberg.com/news/article...

What's the target audience?

Heh. I've looked up other symbols.

But the gas pump symbol lighting up always just seemed like an extra reminder to get more gas.

I honestly had no idea that this dashboard symbol told me what side the gas tank was on.

I'd like the French restaurant down the street to switch to Chinese food. So I'm going to kidnap the head chef.

I'm betting that the sous chef, trained in classic French cuisine, will bow to my wishes.

I guess if no Americans die the slogan "No Blood For Oil" technically still works.

Socialist utopia is a good environment for virtual reality.

The market retreated to end 2025 and had a mixed start to the new year on Friday. AI chips and data center plays look good, along with aerospace and banking stocks.

But software looks terrible, with Palantir and AppLovin triggering sell signals. So did Tesla. 2/2

How Will Markets React To Trump's Venezuela Action? The new year started with mixed action after the market fell to end 2025.

Trump says the U.S. will "run" Venezuela after seizing Maduro, but he left the regime in place. How will markets react when futures open? Nvidia and AMD CEOs will be CES headliners Monday. 1/
www.investors.com/market-trend...

I've never got the hang of shorting.

While demand is booming, energy storage unlikely to be high margin long term - esp. for firms that don't make their own batteries - except in protected markets.

Chinese firms likely to drive profits to zero. Could see, say, CATL/BYD pushing storage down to marginal cost.

Investors could and perhaps should have taken advantage by adding back some exposure. Leadership is diverse, so don't rush back into only AI names - many of which are still damaged.

If the market falters again, be ready to step back out. 2/2

What a difference two days makes. After Wed.'s AI-led slide, the Nasdaq and S&P 500 were clearly below their 50-day lines. After Friday, both were above that key level. Even better, a large number of stocks from a variety of groups flashed buy signals. 1/
www.investors.com/market-trend...

agreed - I meant more generally about scaled-back U.S. EV production from GM/Ford/Stellantis.

Should have mentioned: Ford will shift some battery production for energy storage, providing at least some marginal competition to Tesla Energy even as scales back U.S. EVs.

I was talking about big pickup trucks for consumer/small biz market.

Yes, long-haul trucking is another problem.

Short-range is more doable as you say.

Yes, yes, yes. Garbage trucks, school buses, delivery vans.

I was talking about big pickup trucks.

Agreed.

Especially if the vehicle is going to used for big loads/hauling.

Big trucks seems like one of the last vehicles that should be fully electric, at least with current tech.

Tesla bulls made the argument that eliminating the IRA tax credit (and emissions fines // ZEV credits) would help Tesla by discouraging traditional OEMs from making EVs.

There are HUGE downsides to Tesla losing those credits -- but there are some upsides.

Trump's comments were repulsive, even by his standard. Not much to add on that.

I'll just note that Gen X grew up with Rob Reiner's "Spinal Tap," "Princess Bride," "Stand By Me," "When Harry Met Sally," "Misery" and "A Few Good Men."

So, good way to turn off the most pro-Trump generation.

What To Do In Split Rally; Five Stocks Near Buy Points The Dow Jones and Russell 2000 hit new highs last week, while the Nasdaq slid.

Futures mixed. Bears mauled the AI sector last week, but the broader market is strong. Which will win?

Tesla is in a buy area, with self-driving news Sunday. Eli Lilly, JPMorgan, GE Aerospace, GE Vernova are around buy points.

www.investors.com/market-trend...

Many, many people will agree with you.