Jody Morton

[New York Post @nypost]

Costco announces another 19 locations in the US - bringing total new stores to 33 for 2027 https://t.co/qQv3Ub2I3L

[Brett Krieger @BrettKrieger12]

$PLTR is up ~70% over the past 3 months🔮

[The Kobeissi Letter @KobeissiLetter]

It's official.

As the bond market "meltdown" accelerates, the average interest rate on a 30Y mortgage in the US is up to 7.45%.

That's up +150 basis points in 6 months and the highest since 2023, when inflation was at 6.4%+.

What is happening? Let us explain.

(a thread)

[The Kobeissi Letter @KobeissiLetter]

Unbelievable.

3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years.

The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days.

Even more remarkable is that the average American has no idea this is happening. Yet.

The bond market is imploding in front of our eyes.

[TechOperator (Tim) @TechOperator]

I'm amazed people will skip an EV because they take a couple of long trips a year, then sit in Costco gas lines every week to save a buck, when they could just charge at home.

Add the time wasted on emissions inspections, oil changes, and the rest.

EVs don't have a range problem. People have a mindset problem. You almost never go from empty to full. You grab what you need and go. It's faster than most people think.

[Jon Brooks @jonbrooks]

It's no longer just Florida and Texas.

Prices are falling.

[unusual_whales @unusual_whales]

JUST IN: First-time homebuyers could get as much as $50,000 for a down payment on a house, under a draft bill to be introduced by Senator Jeff Merkley and cosponsored by Senator Ron Wyden, per Axios

[Keith Fitz-Gerald @fitz_keith]

Buy the Best, Ignore the Rest®

FITZ and FIZY are built to help smooth the ride on down days – that's a design decision, not a promise.

The performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted above. Performance current to the most recent month-end can be obtained by calling [phone]. View standardized performance for FITZ at https://t.co/z260mbTqR1. View standardized performance for FIZY at https://t.co/GFYBtoWmZu.

[Shay Boloor @StockSavvyShay]

$PLTR is now less than 10% away from becoming a $500B company 😳

[Kalshi Finance @Kalshi_Finance]

BREAKING: Tesla’s Model 3 and Model Y are nearly sold out across the US

$TSLA currently trades at $375

[Polymarket @Polymarket]

JUST IN: Elon announces Boring Company is developing a precursor Hyperloop tunnel between Austin & San Antonio, aiming to cut a drive that can take 2.5 hours to under 30 minutes.

[Jeff Vaughn @JeffVaughn]

Texas is off the table for Paramount. The company is now focused on Nashville.

Paramount leaders conducted a verbal survey with dozens of key employees and Tennessee was the winner.

Austin, Texas, is still in play, but Franklin, Tennessee, is getting the most employee votes right now.

I'm told real estate agents in Nashville have fielded calls from Paramount executives looking to relocate.

Buckle up!

[Barchart @Barchart]

BREAKING 🚨: Lumber

Lumber falls to lowest closing price of the year 📉 📉

[WKRN News 2 @WKRN]

Paramount searching for office space in Nashville: Report https://t.co/nBBJkMFZXA

[Triple Net Investor @TripleNetInvest]

JUST IN: Lululemon stock continues to PLUNGE and is now down over 80% from its all time high on Dec 2023

We are seeing is one of the fastest collapses of a beloved apparel brand not named Nike

What on EARTH happened to Lululemon and can they turn it around?

[The Hormuz Letter @HormuzLetter]

BREAKING: US stations are running out of diesel. Stations in North Texas are now posting "OUT" on their diesel signs, and an Orlando, Florida station has blanked its diesel price to 0.00 with the pump dry today.

California stations already began posting "out of diesel" signs on Sunday, with the national average at a record $6.31 a gallon.

[Kalshi @Kalshi]

BREAKING: Reported diesel shortages and outages in California, Florida and Texas

[Evan @StockMKTNewz]

Tom Lee said today on CNBC:

“Q4 will be the start of one of the biggest market rallies in our lifetime”

[Sawyer Merritt @SawyerMerritt]

Ron Baron today in new interview on Tesla:

"The time to buy the stock is now. FSD is catching on, and it's going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It's going to be everywhere. It's safer."

[Keith Fitz-Gerald @fitz_keith]

Futures were decidedly nasty this morning ahead of the opening bell when I sat down with the super-savvy @Varneyco who wanted my thoughts on AI and how an investor should navigate current market conditions.

Long story short…

- AI is the single biggest threat to humanity since the atomic bomb
- Going to the sidelines is the last thing you want to do if you can help it!

Enjoy! 😃