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.

[Mike Webster @mwebster1971]

Looking forward to having my buddy Don on IBD Live tomorrow!!

Should be a great show!

@dvandenbord @IBDinvestors

[Ed Carson @IBD_ECarson]

@CathyYoung63 A real Catch-22.

[Ed Carson @IBD_ECarson]

@dvandenbord Plenty of $$ that I think is wasted and even more $$ that I wish wasn't spent, but the actual level of *fraud* isn't that high.

GAO does have some nice fraud/improper payment ideas. It's notable that DOGE didn't bother to use that info.

Is there's outright fraud, showcase it!

[Ed Carson @IBD_ECarson]

This is just insanely ignorant.

But, assuming this fantasy were true, why didn't Trump and a GOP Congress eliminate the welfare fraud and balance the budget in the past two years?

Why was DOGE such a failure?

[Deep Leaks @DeepLeaksHQ]

🚨 Stephen Miller says the scale of welfare fraud is SO MASSIVE that eliminating it alone could balance the ENTIRE federal budget

"The amount that has been fleeced from us is in the HUNDREDS OF BILLIONS of dollars."

"We could balance the federal budget if the only dollars that went out of the treasury went to individuals who were properly, lawfully, correctly eligible to receive them."

This should infuriate EVERY taxpayer.

[Benjamin Ryan @benryanwriter]

Billie Jean Sweeney, a transgender former NYT editor who posts incessantly about her loathing of the institution, insists that it is not a matter of scientific fact that those born male are taller, faster and stronger, on average, as NYT is wont to note.

This is denialism of the highest order on Sweeney’s part and an effort to demand that everyone blind themselves to one of the most basic facts about human biology.

[Erick Erickson @EWErickson]

Weirdly, I don't think the GOP shiould turn left. I think they should turn back to believing in free markets and local control and small government. But the progressive right that wears conservatism as a skin suit claims that is moving left.

[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.