IBD News Editor by day, write about #stockmarket at night. On #IBDLive in the a.m. Gen X pop culture. @IBDInvestors | Threads: edcarson1971

My reaction to at least one-third of all tweets.

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China, which still has lower labor costs than the U.S., is embracing robots. It would be crazy for America to buck the tide.
US companies are willing to make more stuff at home. But they’re going to use robots to do it. bloomberg.com/news/newslette…
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Ed Carson retweeted
Stock Market Today with @IBD_RFox and @IBD_ECarson: Market bounces to cap strong week for growth. Microsoft, Amphenol, Bloom Energy, Micron in focus. $MSFT $APH $BE $MU piped.video/live/uGmjFrA2VQE
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In game theory, screwing over your counterpart(s) can pay off big the first time. But then your counterparts respond to a low-trust world, and everyone is worse off. We're seeing that play out with tariffs.
"The US isn’t the lowest-cost producer.... (it offers) the combination of price, reliability, and security that importers value. That reputation took years to build. Even discussing whether we will honor it during periods of stress risks diminishing its value." @johnarnold
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Ed Carson retweeted
"The US isn’t the lowest-cost producer.... (it offers) the combination of price, reliability, and security that importers value. That reputation took years to build. Even discussing whether we will honor it during periods of stress risks diminishing its value." @johnarnold
Here's the problem with energy export bans... Countries that import energy prioritize sources based on price, reliability and security. The lower price, the better, obviously. But importers don't just choose on price. Reliability is whether the system can meet peak needs. Energy demand fluctuates, sometimes significantly. Winter Storm Uri was an extreme event in the US. Countries place high value on creating a system of suppliers and built infrastructure that can flex to meet those events. Security is broader. It asks whether a country has dependable access to supplies at reasonable costs despite geopolitical, infrastructure, or economic turmoil. One way to reduce that vulnerability is to secure supplies through long-term agreements with allies, even if they are somewhat more expensive. After Russia invaded Ukraine, and also during tariff negotiations, the US raised its hand. We said: 'Buy from us. You can trust us to deliver the combination of affordability, reliability, and security that others can't.' And they did. Europe and East Asia increased their purchases. The US has become a trusted supplier of energy to many countries. At least it has been. Calls for a domestic ban on diesel exports in response to high prices threaten that. The US can't claim to offer reliable and secure supplies if we change the rules stop delivering supplies they rely on when markets become stressed. Will countries still buy our energy if we price it low? yes. But they won’t buy the same quantities or pay the same premiums for American products if that supply becomes effectively interruptible whenever domestic politics become uncomfortable. The US isn’t the lowest-cost producer. The American energy industry prospers by offering the combination of price, reliability, and security that importers value. That reputation took years to build. Even discussing whether we will honor it during periods of stress risks diminishing its value.
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For a long time, tech founders have assumed that the vast majority of people are/will be useless.
JUST IN: Nvidia CEO Jensen Huang declares children won't need to learn basic math skills in the AI era.
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GOP in triage mode, but with all the blood going to Texas.
Republicans are on the verge of walking away from Senate races in GA and NC It's the first sign that the GOP is in triage mode -- trying to save the Senate majority with 40 days left
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Ed Carson retweeted
If trade surpluses are good and trade deficits are bad, then what are we supposed to conclude from this series of facts. From 1990-2018, America ran a trade surplus in agricultural goods. Ever since Trump's trade wars began, we've run a deficit.
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Stephen Root arguably was the best known actor at the time in Office Space outside of Jennifer "Flair" Anniston thanks to News Radio. That News Radio character was more indicative of his future work than stapler guy.
It would be hilarious to go back to 1999 and tell people that the actor from Office Space with the brightest future is the red stapler guy
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I totally want to give the credit away to whoever made this because it was quite funny
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Ed Carson retweeted
Ok vampire trying to legitimize your new identity, sure.
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Relax. It's only a thimble full of nudity.
‘YOU CAN SEE EVERYTHING’ has been rated R for language and some graphic nudity.
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Ed Carson retweeted
woke 1 was craaaaazy
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As always, it's misleading to display auto sales by brand vs. auto group. By auto group, Tesla is a distant third place in BEV sales in the six daily reporting countries in Europe.
Tesla surpassed its competitors in sales of battery electric vehicles (BEVs) in the daily reporting countries of Europe as of Saturday. 🇬🇧🇳🇴🇪🇸🇸🇪🇩🇰🇳🇱 Since the data lags by a few days, we can now see this in the chart. Following Sunday's flat sales, Tesla will clearly widen the gap with this week's sales data.
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Mocking Mississippi schools, in 2026? This is like an American in 1986 still claiming "Made in Japan" meant low quality, not high quality.
Replying to @katewillett
Not to mention states with no teacher’s unions exist (Arkansas, Mississippi) and have some of the worst education results in the country
Community note
Arkansas and Mississippi have teacher unions (AEA, MAE), but among the weakest per Fordham (AR last, MS 47th), with low membership and limited bargaining. Mississippi sharply improved NAEP scores, from near-last to top 10 in 4th-grade reading. fordhaminstitute.org/national/resea… mypaymysay.com/ms-teachers-un… themississippimonitor.com/mississippi-4t…
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Just watched this episode. Just amazing.
"I can live with it." One of the greatest episodes in all of Star Trek, and a remarkable character study of Captain Sisko. I still think about this one even after everything else I've seen. #StarTrek #DeepSpaceNine #Sisko #CaptainSisko (#DS9 6x19)
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Except for one little Thing, it would be far easier to live in Antarctica than on Mars (even ignoring travel/resupply).

ALT Happy The Thing GIF

Replying to @Mikeachim
That's basically *the entire surface of the planet* being poisonous - not just to us, but plant life too. Even if the temperature, pressure, radiation and various other human biology problems are solved, this alone will be a super-hard thing to fix: sciencedirect.com/science/ar… 2/
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Ed Carson retweeted
I think most well-meaning but ineffective progressive policies can be summed up as "turning off the smoke alarm". Rent caps, lenient sentencing, scrapping standardised testing. The smoke alarm is not the fire and turning it off doesn't put out the fire.
Standardized tests, doubted and maligned, were the hero of the NHJ story. They tried to send a warning, but were ignored.
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When malls spread, people condemned them for destroying Main Street etc. People always think that THE WAY THINGS WERE when they were kids/young adults was the cultural/economic apex and normal. But they weren't.
It’s actually criminal how many of these are gone. Amazon and private equity killed so much of American life.
Community note
This video is AI generated. The Sears logo shown was intreoduced in 2004, not 1996. In 1996, Sears was spelled in all caps. The date overlay misspells the month DEC as DIC. logos.fandom.com/wiki/Sears
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Even if you think state control is a good idea under Trump, do you think state control (and the basis for further control) is a good idea under, say, a left-wing Democrat -- or whatever ideology is in power in 2040, etc.?
"In 2025, the first year of the second Trump administration, state control of the US economy grew,  and 15 countries now have less state control than the United States.... Moving from 2nd to 16th in a single year is a large change."
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