Ed Carson
@edcarson.bsky.social
IBD News Editor by day, write about #stockmarket at night. On #IBDLive in a.m. Gen X pop culture enthusiast. Twitter: @IBD_ECarson | Threads: edcarson1971
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...
www.investors.com/market-trend...
December 21, 2025 at 2:15 PM
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...
www.investors.com/market-trend...
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.
There are HUGE downsides to Tesla losing those credits -- but there are some upsides.
Breaking: In a massive hit, Ford is writing down $19.5 billion in EV investments. It will also stop making the electric version of its F-150 pickup.
Ford Takes $19.5 Billion Charge to Write Down EV Investments
The sum is among the largest impairments taken by a company and marks the U.S. auto industry’s biggest reckoning to date that it can’t realize its electric-vehicle ambitions anytime soon.
on.wsj.com
December 15, 2025 at 11:36 PM
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.
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.
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.
President Donald Trump ridiculed Rob Reiner in a social media post Monday morning after the death of the Hollywood director and his wife.
Trump Appears to Mock Rob Reiner Death In Social Media Post
President Donald Trump ridiculed Rob Reiner in a social media post Monday morning after the death of the Hollywood director and his wife.
bloom.bg
December 15, 2025 at 5:52 PM
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.
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.
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...
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...
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.
www.investors.com
December 14, 2025 at 11:58 PM
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...
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...
Tesla Model Y seen driving without an in-vehicle safety monitor in Austin.
How will TSLA shares react on Monday? The stock moved above an early buy point last week as Elon Musk doubled down on his year-end deadline for unsupervised robotaxis.
www.investors.com/news/tesla-m...
How will TSLA shares react on Monday? The stock moved above an early buy point last week as Elon Musk doubled down on his year-end deadline for unsupervised robotaxis.
www.investors.com/news/tesla-m...
Tesla Model Y Seen Driving Without Safety Monitor
A video Sunday showed a Model Y driving without occupants in Austin.
www.investors.com
December 14, 2025 at 7:38 PM
Tesla Model Y seen driving without an in-vehicle safety monitor in Austin.
How will TSLA shares react on Monday? The stock moved above an early buy point last week as Elon Musk doubled down on his year-end deadline for unsupervised robotaxis.
www.investors.com/news/tesla-m...
How will TSLA shares react on Monday? The stock moved above an early buy point last week as Elon Musk doubled down on his year-end deadline for unsupervised robotaxis.
www.investors.com/news/tesla-m...
Trump says he's made Fed pick, announcement "soon." This is who markets are betting on. www.investors.com/news/trump-p...
Trump Says He's Picked Next Fed Chief; Announcement Soon
Markets bet it'll be Kevin Hassett, director of Trump's National Economic Council.
www.investors.com
November 30, 2025 at 10:52 PM
Trump says he's made Fed pick, announcement "soon." This is who markets are betting on. www.investors.com/news/trump-p...
The stock market suffered big, damaging losses last week, with the major indexes tumbling below their 50-day/10-week lines. Many tech leaders showed similar damage. Friday's bounce was nice, but investors need to see a lot more than that. 1/
www.investors.com/market-trend...
www.investors.com/market-trend...
November 23, 2025 at 7:17 PM
The stock market suffered big, damaging losses last week, with the major indexes tumbling below their 50-day/10-week lines. Many tech leaders showed similar damage. Friday's bounce was nice, but investors need to see a lot more than that. 1/
www.investors.com/market-trend...
www.investors.com/market-trend...
The major indexes reclaimed their 50-day lines early Thursday as Nvidia initially jumped, but then reversed sharply lower. The Nasdaq and S&P 500 undercut their Oct. 10 lows. Bitcoin (IBIT ETF here) tumbled to a fresh seven-month low.
Investors should have limited exposure. 1/
Investors should have limited exposure. 1/
November 21, 2025 at 12:39 AM
The major indexes reclaimed their 50-day lines early Thursday as Nvidia initially jumped, but then reversed sharply lower. The Nasdaq and S&P 500 undercut their Oct. 10 lows. Bitcoin (IBIT ETF here) tumbled to a fresh seven-month low.
Investors should have limited exposure. 1/
Investors should have limited exposure. 1/
Elon Musk's $1 billion Tesla stock purchase helped buoy shares for weeks. But TSLA is selling off, now trading early Friday below his average price.
www.investors.com/news/elon-mu...
www.investors.com/news/elon-mu...
Elon Musk Losing Money On His $1 Billion Tesla Stock Buy
Tesla stock is tumbling again after knifing through key support Thursday.
www.investors.com
November 14, 2025 at 1:47 PM
Elon Musk's $1 billion Tesla stock purchase helped buoy shares for weeks. But TSLA is selling off, now trading early Friday below his average price.
www.investors.com/news/elon-mu...
www.investors.com/news/elon-mu...
Futures fall solidly/sharply after Thursday's market sell-off. The S&P 500 and Nasdaq are currently set to open below their 50-day lines. Tesla, Palantir, Robinhood, Broadcom and Nvidia sliding in the premarket, set to suffer more damage.
Be careful out there.
www.investors.com/market-trend...
Be careful out there.
www.investors.com/market-trend...
Futures Rise After Tesla, Nvidia, Palantir Lead Sell-Off
The key indexes fell below important levels while tech leaders plunged.
www.investors.com
November 14, 2025 at 12:12 PM
Futures fall solidly/sharply after Thursday's market sell-off. The S&P 500 and Nasdaq are currently set to open below their 50-day lines. Tesla, Palantir, Robinhood, Broadcom and Nvidia sliding in the premarket, set to suffer more damage.
Be careful out there.
www.investors.com/market-trend...
Be careful out there.
www.investors.com/market-trend...
It's still early, but the Tesla FSD tracker - the closest thing to "real" FSD data - is signaling a notable improvement with v14. So far, out of 3K miles tracked, there have been no critical disengagements. At some point we'll get some, but it's a great start. 1/ teslafsdtracker.com
November 6, 2025 at 12:11 AM
It's still early, but the Tesla FSD tracker - the closest thing to "real" FSD data - is signaling a notable improvement with v14. So far, out of 3K miles tracked, there have been no critical disengagements. At some point we'll get some, but it's a great start. 1/ teslafsdtracker.com
Reposted by Ed Carson
What an awful fucking story
New from me:
Elite law firms, multiple media outlets, the D.C. attorney general, and a group of parents accused a teacher of molesting 15 kids. They were wrong.
This piece is two-and-a-half years in the making. And as you'll see, it took some incredible turns, even as I was reporting it.
Elite law firms, multiple media outlets, the D.C. attorney general, and a group of parents accused a teacher of molesting 15 kids. They were wrong.
This piece is two-and-a-half years in the making. And as you'll see, it took some incredible turns, even as I was reporting it.
Accusing Jordan Silverman
A D.C. teaching assistant was accused of molesting up to 15 kids. Multiple law enforcement agencies cleared him. But his nightmare was just beginning.
radleybalko.substack.com
October 27, 2025 at 1:38 PM
What an awful fucking story
Futures loom amid huge news.
A China trade deal seems close ahead of a Trump-Xi meeting. Trump makes several Asia trade deals with Brazil talks set to start - a day after hiking Canada tariffs. Argentina is holding midterm elections. 1/2
www.investors.com/market-trend...
A China trade deal seems close ahead of a Trump-Xi meeting. Trump makes several Asia trade deals with Brazil talks set to start - a day after hiking Canada tariffs. Argentina is holding midterm elections. 1/2
www.investors.com/market-trend...
Futures: China Trade Deal Close; Huge Earnings On Tap
Upcoming tech titans' earnings have huge AI implications. A Fed rate cut is on tap.
www.investors.com
October 26, 2025 at 7:45 PM
Futures loom amid huge news.
A China trade deal seems close ahead of a Trump-Xi meeting. Trump makes several Asia trade deals with Brazil talks set to start - a day after hiking Canada tariffs. Argentina is holding midterm elections. 1/2
www.investors.com/market-trend...
A China trade deal seems close ahead of a Trump-Xi meeting. Trump makes several Asia trade deals with Brazil talks set to start - a day after hiking Canada tariffs. Argentina is holding midterm elections. 1/2
www.investors.com/market-trend...
A Tesla earnings call tidbit, or lack thereof.
For a second straight call, Tesla didn't mention the "unboxed" manufacturing process. Unboxed, w/the goal of halving production costs, is key for the Cybercab. Elon Musk did say Cybercab production starts in Q2 2026.
www.investors.com/news/tesla-e...
For a second straight call, Tesla didn't mention the "unboxed" manufacturing process. Unboxed, w/the goal of halving production costs, is key for the Cybercab. Elon Musk did say Cybercab production starts in Q2 2026.
www.investors.com/news/tesla-e...
Tesla Earnings Call Missed This One Word Again
"Unboxed" manufacturing hasn't been mentioned for the last two Tesla earnings calls.
www.investors.com
October 25, 2025 at 4:06 PM
A Tesla earnings call tidbit, or lack thereof.
For a second straight call, Tesla didn't mention the "unboxed" manufacturing process. Unboxed, w/the goal of halving production costs, is key for the Cybercab. Elon Musk did say Cybercab production starts in Q2 2026.
www.investors.com/news/tesla-e...
For a second straight call, Tesla didn't mention the "unboxed" manufacturing process. Unboxed, w/the goal of halving production costs, is key for the Cybercab. Elon Musk did say Cybercab production starts in Q2 2026.
www.investors.com/news/tesla-e...
Tesla misses views ... but hey, Q3 was a one-off anyway.
Elon Musk is on deck with the conference call due to start at 5:30 p.m. ET.
Follow IBD's live coverage.
www.investors.com/news/tesla-e...
Elon Musk is on deck with the conference call due to start at 5:30 p.m. ET.
Follow IBD's live coverage.
www.investors.com/news/tesla-e...
Tesla Earnings Miss. Elon Musk Call Looms. (Live Coverage)
Q3 revenue tops forecasts, but investors focused on Musk comments about robotaxis.
www.investors.com
October 22, 2025 at 9:26 PM
Tesla misses views ... but hey, Q3 was a one-off anyway.
Elon Musk is on deck with the conference call due to start at 5:30 p.m. ET.
Follow IBD's live coverage.
www.investors.com/news/tesla-e...
Elon Musk is on deck with the conference call due to start at 5:30 p.m. ET.
Follow IBD's live coverage.
www.investors.com/news/tesla-e...
Buckle up: Dow futures open at 6 p.m. ET. amid whipsaw U.S.-China news.
President Trump says "don't worry about China" after his late Friday move to impose an extra 100% tariff on Chinese goods. 1/
Beijing said its rare earth/EV battery curbs were defensive moves. www.investors.com/market-trend...
President Trump says "don't worry about China" after his late Friday move to impose an extra 100% tariff on Chinese goods. 1/
Beijing said its rare earth/EV battery curbs were defensive moves. www.investors.com/market-trend...
Futures: Trump Says 'All Will Be Fine' After 100% China Tariff
Was the stock market dive a one-off or the start of a downturn? Oracle AI World looms.
www.investors.com
October 12, 2025 at 7:27 PM
Buckle up: Dow futures open at 6 p.m. ET. amid whipsaw U.S.-China news.
President Trump says "don't worry about China" after his late Friday move to impose an extra 100% tariff on Chinese goods. 1/
Beijing said its rare earth/EV battery curbs were defensive moves. www.investors.com/market-trend...
President Trump says "don't worry about China" after his late Friday move to impose an extra 100% tariff on Chinese goods. 1/
Beijing said its rare earth/EV battery curbs were defensive moves. www.investors.com/market-trend...
Trump thinks Portland is in flames and gasoline is below $2. Is he watching 2020 documentaries as current news?
Trump: "Portland, I mean -- every time I look at that place it's burning down. There are fires all over the place. When a store -- there are very few of them left -- but when a store owner rebuilds a store they build it out of plywood. They don't put up storefronts anymore. They just put wood up."
October 11, 2025 at 3:49 PM
Trump thinks Portland is in flames and gasoline is below $2. Is he watching 2020 documentaries as current news?
Take *that* New York Times!
Samantha Wynn Greenstone knows her husband is gay. Yet they’ve been in a committed monogamous relationship for nearly 10 years.
They’re not alone. A new crop of couples are openly speaking about their mixed-orientation marriages, divorced from sexual attraction but not love. https://wapo.st/4nQtDmk
They’re not alone. A new crop of couples are openly speaking about their mixed-orientation marriages, divorced from sexual attraction but not love. https://wapo.st/4nQtDmk
October 11, 2025 at 1:36 PM
Take *that* New York Times!
The S&P 500 and Nasdaq hit new highs Wed. on Nvidia CEO Jensen Huang's AI comments. NVDA rose in a buy zone, Broadcom flashed a buy signal, while AMD surged. PWR, CRWD, SNOW are also in buy areas. TSLA has a new buy point. Taiwan Semi sales, Delta earnings are due.
www.investors.com/market-trend...
www.investors.com/market-trend...
Futures: Markets Hit New Highs; Taiwan Semi On Tap
Tesla has forged a new handle buy point.
www.investors.com
October 9, 2025 at 2:48 AM
The S&P 500 and Nasdaq hit new highs Wed. on Nvidia CEO Jensen Huang's AI comments. NVDA rose in a buy zone, Broadcom flashed a buy signal, while AMD surged. PWR, CRWD, SNOW are also in buy areas. TSLA has a new buy point. Taiwan Semi sales, Delta earnings are due.
www.investors.com/market-trend...
www.investors.com/market-trend...
Thoughts on Tesla's new cheap Model Y and 3, some of which is in the story link.
Don't see how this does well in the U.S. The cheap Y/3 offer a lot less and are effectively more expensive than the regular Y/3 were with the tax credit. 1/
www.investors.com/market-trend...
Don't see how this does well in the U.S. The cheap Y/3 offer a lot less and are effectively more expensive than the regular Y/3 were with the tax credit. 1/
www.investors.com/market-trend...
Stocks Weather Oracle News; Tesla Skids On This
The major indexes all found support above their 10-day moving averages.
www.investors.com
October 7, 2025 at 10:18 PM
Thoughts on Tesla's new cheap Model Y and 3, some of which is in the story link.
Don't see how this does well in the U.S. The cheap Y/3 offer a lot less and are effectively more expensive than the regular Y/3 were with the tax credit. 1/
www.investors.com/market-trend...
Don't see how this does well in the U.S. The cheap Y/3 offer a lot less and are effectively more expensive than the regular Y/3 were with the tax credit. 1/
www.investors.com/market-trend...
Reposted by Ed Carson
Hi all, just sent out this free post to explain what matters (and what does not) in the Ukrainian campaign against Russian oil refineries. It discusses why the campaign now seems more successful, but also what else needs to happen to have a greater strategic effect. open.substack.com/pub/phillips...
Attacking An Oil Production System
Some Of The Nuts And Bolts--Starting With Refineries
open.substack.com
October 3, 2025 at 9:23 AM
Hi all, just sent out this free post to explain what matters (and what does not) in the Ukrainian campaign against Russian oil refineries. It discusses why the campaign now seems more successful, but also what else needs to happen to have a greater strategic effect. open.substack.com/pub/phillips...
Quite a number of trapped-in-Tesla deaths. EV maker recently said it'll finally address the design issues, but could face significant liability as cases slowly work through the courts.
In the meantime, when riding in a Tesla, know your exit strategy!
www.nytimes.com/2025/10/02/b...
In the meantime, when riding in a Tesla, know your exit strategy!
www.nytimes.com/2025/10/02/b...
Tesla Is Sued by Family Who Says Faulty Doors Led to Daughter’s Death
www.nytimes.com
October 2, 2025 at 9:57 PM
Quite a number of trapped-in-Tesla deaths. EV maker recently said it'll finally address the design issues, but could face significant liability as cases slowly work through the courts.
In the meantime, when riding in a Tesla, know your exit strategy!
www.nytimes.com/2025/10/02/b...
In the meantime, when riding in a Tesla, know your exit strategy!
www.nytimes.com/2025/10/02/b...
Record Tesla deliveries are a sell-the-news event. TSLA had run up ahead of the Q3 delivery figures, but shares have mostly been rally on self-driving hopes.
Deliveries set to tumble in Q4 with U.S. tax credits expired.
www.investors.com/news/tesla-s...
Deliveries set to tumble in Q4 with U.S. tax credits expired.
www.investors.com/news/tesla-s...
Tesla Stock Falls Despite Record Q3 Deliveries
The now-expired EV tax credit turbocharged U.S. demand.
www.investors.com
October 2, 2025 at 6:26 PM
Record Tesla deliveries are a sell-the-news event. TSLA had run up ahead of the Q3 delivery figures, but shares have mostly been rally on self-driving hopes.
Deliveries set to tumble in Q4 with U.S. tax credits expired.
www.investors.com/news/tesla-s...
Deliveries set to tumble in Q4 with U.S. tax credits expired.
www.investors.com/news/tesla-s...
Tesla China finishes Q3 strong but global deliveries are all about this.
www.investors.com/news/tesla-s...
www.investors.com/news/tesla-s...
www.investors.com
September 30, 2025 at 12:14 PM
Tesla China finishes Q3 strong but global deliveries are all about this.
www.investors.com/news/tesla-s...
www.investors.com/news/tesla-s...