This is absolutely nuts 👀 How is this not a fiasco in a few weeks?

The Chinese Car Market is Changing Rapidly domestic OEM taking over more than 60% of market share in 2024 #alwaysbecharging by Stefan Bratzel (CAM)

Here’s America’s 🇺🇸 most valuable company every year over the last 30 years

On April 29, the #GDPNow model nowcast of real GDP growth in Q1 2025 is -2.7%. The final alternative model forecast, which adjusts for imports and exports of gold, is -1.5%: bit.ly/32EYojR. #ATLFedResearch Download our EconomyNow app or go to our website for the latest

Breaking Q1 GDP first look. -.3% vs -.2% exp. Recession? Pricing index 3.7% vs 3.2% expectations Stagflation? Oof 🤦‍♂️

The “Mad King”

Just incredible

This reinforces my sense that much price action is driven by insider trading these days. The competent authorities appear to have no interest in sustaining an orderly and fair market. We have recently regressed to the 1920s in so many ways.

The social commentary on China in this thread is ~90% wrong. I rarely wade into cultural affairs, but this was too egregious (and was seen by too many people) to just ignore. Long thread...(sorry in advance)🧵

Buckle Up! "Thailand now boasts better EV adoption rates than the US, while Brazil has jumped ahead of Japan. Electric vehicles started out as a top-down phenomenon, but they’re quickly shifting to a bottom-up trend." #alwaysbecharging by the one and only Colin Mckerracher

Why is private credit offloading assets at $0.50 on the Dollar right now? Could it be that they know what is coming?

Family offices know very little about gold, which means there is a ton of risk exposure with no portfolio insurance:

US HOUSE LIKELY TO KILL EV TAX CREDIT, SPEAKER JOHNSON SAYS

It's pretty surprising that Walmart is trading at 39x earnings despite having pulled guidance for the year amid tariff uncertainty. Razor-thin margins, too.

"By 2030, China will have the manufacturing capacity to build an entire U.S. worth of generation from solar and storage alone - every single year." 🌞🌞🌞 #alwaysbecharging

The bottom 75% of Americans are in recession We’re at the point now where it’s really not debatable How long can the rich prop up the economy?

So weird that there hasn't been one driverless $TSLA robotaxi seen being tested around Austin, Texas, before the big debut on June 1, 2025. No one finds that strange. Waymo could be seen testing around Austin before offering services. Tesla What will be the excuse this time?

While all eyes are on tariff negotiations, House '26 budget plans solidified last week suggest a Republican commitment to blow out the deficit in coming years. The Ways and Means bill would not only extend the TCJA, but add 1.5-2tln in deficits over the next decade. Thread.

$TSLA - It takes a special kind of genius to be a Tesla shareholder. Here are the MAG 7 P/E ratios and earnings revisions from pre 2-Apr-25 Independance Day to today (14-May-25 close).

How many more years of this is it going to take? The Sun REALLY IS a giant nuclear fusion reactor. Physicists are not kidding.