Ed Carson

IBD News Editor by day, write about #stockmarket at night. On #IBDLive in the a.m. Gen X pop culture. @IBDInvestors | Threads: edcarson1971

[Ed Carson @IBD_ECarson]

My reaction to at least one-third of all tweets.

[Ed Carson @IBD_ECarson]

A great example of why policy should be pro-market, not pro-business.

[Scott Lincicome @scottlincicome]

Shocked - SHOCKED - that an upstart disrupter that long opposed regulation would suddenly embrace protectionism once it became a dominant incumbent! 🙄 https://t.co/QfmnB0q6nw

[Ed Carson @IBD_ECarson]

@801010athlete Seems like a double climax top to me.

[Ed Carson @IBD_ECarson]

AI leads a bullish market move, but $NVDA falls on latest revelation about Nvidia CEO Jensen Huang. https://t.co/49cdMTUK0Q $CRWV $SNDK $AMD $NBIS $ANET

[Scott Lincicome @scottlincicome]

Latest data:

[Ed Carson @IBD_ECarson]

Santa's Workshop always looked like it was in dire need of automation.

[Sergiy Galyonkin @galyonkin]

"The elves are being eliminated to improve operational efficiency" is not a sentence I ever expected to read in the local news.

[Ed Carson @IBD_ECarson]

@ebonaduce For the S&P 500, I would use combined Nasdaq/NYSE trade. If I had to choose, I would use Nasdaq volume over NYSE. Nasdaq stocks dominate the S&P 500 trade - esp. $ volume.

[Ed Carson @IBD_ECarson]

100% agree with all of this.

[Leif Soreide @LeifSoreide]

A Follow-Through Day?

Today could be a follow-through day. That’s usually when we start looking for opportunities to put money to work.

But there’s a catch. The gap is being driven by semiconductors, still one of the weaker groups, following a strong $CRWV report. Meanwhile, most of our setups are in medical and healthcare, and that group is red this morning.

Half of all follow-through days fail. Watch @mwebster1971 videos on FTD's, that's your homework!

Here’s the question I’d keep in mind: Where do you think we’ll be one week from today? In a full-blown, glorious uptrend, or still dealing with chop, failed breakouts, and uneven leadership?

We don’t need to predict the answer. We need to manage risk while the market figures it out.

A follow-through day is a reason to get more engaged, not a reason to throw caution out the window. This may be a day to test small, or not at all.

Let the quality of the setups and the market’s follow-through determine how much exposure we earn.

[Ed Carson @IBD_ECarson]

Meanwhile, Bluesky has somewhat isolated the crazy woke/cancel culture on the left.

All of that still exists on the left, but it's not getting the kind of social media amplification that it did in the past.

[Tom Nichols @RadioFreeTom]

Musk buying Twitter, as @AdamSerwer points out, lured conservatives into the trap of thinking that X is real life - and they paid for it.

https://t.co/BF9bbZc2Wl

[Ed Carson @IBD_ECarson]

Hail Ants

[Politics & Poll Tracker 📡 @PollTracker2024]

Politico: The Tech Right Pivots Left

Nowhere is that hard pivot more on display than with Alex Karp, the CEO and co-founder of secretive tech giant Palantir, which bet massively on Trump 2.0 and became an administration darling in the process

Inside Palantir’s Manhattan lair, in an exclusive sitdown with Playbook, Karp — who once criticized the Democratic Party as “totally irresponsible” — deployed the word ‘progressive’ eight times to describe his philosophy while acknowledging Democrats ‘absolutely’ corrected in 2026 enough to win back his support in 2028.

Karp: “I’ve been a Democrat my whole life. I grew up in a far left environment. I know more about being a progressive than almost anybody on the planet, and I absolutely believe Palantir— all of our products are essentially progressive.”

Link to article: https://t.co/hYUgQk6q2W

[Ed Carson @IBD_ECarson]

@leixing77 China is definitely the Premier League for EVs.

[Ed Carson @IBD_ECarson]

@leixing77 I had basically given up on VW being a big player in China, even though I knew it really was trying.

[Ed Carson @IBD_ECarson]

Market vibe this morning.

[Ed Carson @IBD_ECarson]

@scottlincicome Treasuries are becoming the opposite of a safe haven for foreigners. It makes them more vulnerable to Trump trade threats. Also, what if America decides to zero out foreign-owned Treasury holdings due to deb woes?

Now long-time allies are wary of holding gold reserves here.

[Ed Carson @IBD_ECarson]

Tech futures jump on CoreWeave earnings. Can the market rally attempt make this key bullish leap?
https://t.co/UYCBMgDMqN $CRWV $NVDA $MSFT

[Ed Carson @IBD_ECarson]

They did the meme.

[Ryan McComb @ryanjmccomb]

I was looking through election results from Travis County and found a fun one from last year. In Bee Cave, TX, voters approved building a new public library by a 13.2 point margin, but rejected the following referendum, which provided the $19.98 million in bonds to pay for it.

[Ed Carson @IBD_ECarson]

The problem with:
1. Even if the GOP could win the primary, It would take time to win "back" college-educated voters - many of which weren't voting pre-Trump.
2. Less charisma, a need to be more illberal & flirting w/white nationalism even as WWC shrinks.

[Nick Pappas 🌻 @NickAPappas]

The two main paths before the GOP for 2028:

1) Try to win back some of the educated high-prop voters Trump repelled from the GOP coalition over the years, who will 100% vote in 2028.

2) Attempt to energize low prop voters with a populist campaign, sans Trump's celebrity.

[Ed Carson @IBD_ECarson]

In an era of horseshoe politics, it's time to get a grip on reality.

[Ed Carson @IBD_ECarson]

A Credit card cap would be like tariffs. A popular idea that is a disaster in reality.

[space cadet 🇪🇺🌐🇩🇪 @actsmaniac]

By Claude's estimate, and factoring in delinquency rates by credit score, a 10% credit card cap would mean everyone under an 800 score loses access to credit cards.

[Ed Carson @IBD_ECarson]

Very On Brand

[Reggie B. @reggiebblue]

Don Jr., who appears to be very high, thinks that Russel Brand was unfairly sentenced for 10 years.

He thinks the rape charges are BS because the allegations date to the 90s. He says they charged him because he's a conservative. Sounds familiar?