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7 Feb 2023

The rise of Tesla

Sales, 10 Yrs Ago: GM: $152 billion; Ford: $134 billion; Tesla: $0.4 billion. Sales Today: GM: $157 billion; Ford: $158 billion; Tesla: $81 billion. Net Income, 10 Yrs Ago: GM: $6.2 billion; Ford: $5.6 billion; Tesla: -$0.4 billion. Net Income Today: GM: $10 billion; Ford -$2 billion; Tesla: $13 billion. Source: Charlie Bilello

6 Feb 2023

Markets have entered the best part of the 4-year presidential cycle

Source: ht @SethCL, Michel A.Arouet

5 Feb 2023

Improving market breadth for US equities

More stocks made new 52-week highs yesterday than when the major averages were at all-time highs a little over a year ago. Source: Steven Strazza

5 Feb 2023

How often do active investment managers BEAT the S&P 500?

Source: Saxo

5 Feb 2023

US earnings this week

Source: Earnings Whispers

4 Feb 2023

As your time horizon extends, the probability of negative returns declines

Source: BofA

29 Jan 2023

S&P 500 Q4 GAAP earnings were down 20% year-over-year

S&P 500 Q4 GAAP earnings were down 20% year-over-year, the 3rd consecutive quarter of negative YoY growth and the largest decline since Q2 2020 (note: combination of actual/estimates w/ 37% of companies reported thus far). Source: Charlie Bilello

29 Jan 2023

Tesla has become one of hottest stock-option trades on Wall Street

Tesla has become one of hottest stock-option trades on Wall St attracting equal numbers of enthusiastic supporters & outspoken critics. Both sides have turned to derivatives: Bulls betting on extreme upside scenarios, bears bet share price will plunge. Source: HolgerZ, Cboe

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