Ed Carson
edcarson.bsky.social
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
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
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...
November 23, 2025 at 7:17 PM
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/
November 21, 2025 at 12:39 AM
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...
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
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...
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
November 6, 2025 at 1:51 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
November 6, 2025 at 12:11 AM
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.
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
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...
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
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...
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
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...
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
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...
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
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
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
October 11, 2025 at 1:36 PM
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...
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
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...
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
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
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...
Tesla Is Sued by Family Who Says Faulty Doors Led to Daughter’s Death
www.nytimes.com
October 2, 2025 at 9:57 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...
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
Tesla China finishes Q3 strong but global deliveries are all about this.
www.investors.com/news/tesla-s...
www.investors.com
September 30, 2025 at 12:14 PM
Liberal Democrats can make this happen in the big cities they dominate via zoning reform. That is starting to happen.

But when one considers Marin County, the LA mayor and many left-NIMBYs ... I suspect many liberal Dems don't really believe this (and least in their neighborhood).
77% of conservative Republicans prefer bigger houses in drivable communities
65% of liberal Democrats prefer smaller houses in more walkable places
https://www.pewresearch.org/short-reads/2023/08/02/majority-of-americans-prefer-a-community-with-big-houses-even-if-local-amenities-are-farther-away/
September 28, 2025 at 3:34 PM
Tesla deliveries for Q3 could near or even top the Q4 2024 record. But that may not be the EV giant's most important news of the week.
www.investors.com/news/tesla-d...
Tesla Deliveries Due, But This Is The Big News For TSLA Bulls
Expiring U.S. tax credits fueled Q3 demand. A major self-driving update is on tap.
www.investors.com
September 28, 2025 at 1:13 PM
Is the market pullback over? Indexes found support at their 21-day line and many growth names rallied well off lows. But stocks have fallen for 3 days. What will be "obvious" next week isn't right now.

Palantir, Nvidia lead 5 stocks near buy points.
www.investors.com/market-trend...
September 25, 2025 at 10:33 PM
Techs and especially small caps led Thursday, but the Dow Jones, S&P 500, Nasdaq and Russell 2000 all hit record highs on a day 2 Fed reaction and an Nvidia-Intel partnership. Chip stocks and speculative growth were esp. strong. Palantir led 7 new buys. www.investors.com/market-trend...
September 19, 2025 at 2:58 AM
Nvidia-backed Nebius skyrockets late on multiyear AI cloud computing deal with Microsoft worth up to $19.4 billion.
www.investors.com/news/technol...
Nvidia-Backed AI Play Soars 40% On Microsoft Deal
AI cloud-computing firm Nebius struck a multiyear deal worth up to $19.4 billion.
www.investors.com
September 8, 2025 at 10:25 PM