Nothing scares $TSLAQ shorts as much as the words “2020 Redux” when TSLA soared +742% based on the successful launch of the Model Y CUV. Similar setup with huge potential TAM expansion as $TSLA enters the Compact category with a $25K-$30K Tesla M-3 hatchback aka Model Q.

$TSLA THIS IS HUGE! Sunder admits that Tesla is the leader in self driving and Waymo is 2nd!

We’re obviously thrilled that $TSLA is at an all-time high. $TSLA remains our 4th largest position ex-cash even after we trimmed 1/8 of our position last month. Three dynamics to keep in mind as we near year-end: 1/ When TSLA’s stock price rises above bullish analysts’

🇨🇳 #China’s Regulators Vow to Stabilize #Property, Stock Markets - Bloomberg *Finance ministry also says more special bonds will be issued *Direct link (Chinese): chinanews.com.cn/cj/2024/12-14/… bloomberg.com/news/articles/…

"Por qué deberías ser educado con la Inteligencia Artificial" por Amaya Ascunce elle.com/es/living/ocio…

Why Canada should join the EU (from The Economist) economist.com/europe/2025/01…

What investors expect from President Trump beyond less regulation, rapid growth and even higher productivity gains !(from The Economist) economist.com/finance-and-ec…

Beijing has not devalued the RMB in retaliation to the 10% US tariff. That means Beijing thinks it can negotiate its way out this and is playing nice until it can find out if it has leverage on President Trump. Only once those negotiations go badly will Beijing devalue the RMB...

The trade war is back: Minutes after President Trump announced 25% tariffs on the EU, the S&P 500 erased $500+ BILLION of market cap. Meanwhile, Bitcoin just broke below $84,000 for the first time since November 11th. What's next? Let us explain. (a thread)

At around 12:30 PM ET, President Trump began answering questions about tariffs. He said 25% tariffs will be announced "very soon" and that the EU "was formed to screw the US." He mentioned that the tariffs would be applied "generally" and specifically called out car imports.

For example, a 25% tariff on Canada and Mexico raises costs for US automakers. This tariff would add ~$3,000 to the price of some of the ~16 million cars sold in the US each year. Food costs are set to rise as well, with Mexico supplying over 60% of fresh produce to the US.

Arctic sea-ice extent continues to crash: As of February 26, 2025, Arctic sea-ice extent is 356,000 square kilometers below the previous record low for the same day. A new record low maximum seems almost certain. The climate 8-ball says: "f&%kery ahead!"

🇨🇳 *XI SAYS #CHINA SHOULD SPEED UP ON BOOSTING CONSUMPTION:QIUSHI - BBG

The US says it will raise China tariffs another 10 percentage points on Tuesday. That will take the average tariff rate from just under 20% to just under 40%, which is huge. If this happens, China has no choice but to devalue the Yuan, with lots of bad knock-on effects for EM...

From the The Wall Street Journal. #Economy

When construction is complete, our Fort Saskatchewan facility will be able to produce 3.2 million metric tons of low greenhouse gas emissions polyethylene and ethylene derivatives for customers. Get to know Fort Saskatchewan: dow.inc/3FMuC5w #SPWPC

‼️💥Look Whaf the First Net Zero Cracker In The World Will Do 💥‼️Stay Tuned ! Proud of Dow !!!

Venice doesn’t feel real. A floating city with no cars, no roads... just water, silence, and 1,500 years of ambition. It’s not just beautiful. It’s impossible. 🧵 A thread on the haunting, seductive, unforgettable beauty of Venice:

Will this be the last Keeling curve upate from NOAA for CO2 at Mauna Loa? June 2025: 429.61 ppm This may be a tragic moment:

In 10 years, the US government will be $55-60 trillion in debt (which will be 7-7.5 times government revenue) because there will be $25-30 trillion of additional borrowing. That amounts to about $425,000 of debt per American family. When I calculate the supply and demand for