Brian Stewart
👤 PersonAppearances Over Time
Podcast Appearances
If you're a long-term bull, you're betting on autonomous driving, you're betting on robots, you're betting on the building out of the green infrastructure, solar and charging stations and all the parts of Tesla that point to a bright future. But in the near term and the medium term, Musk is so tied to the company that it is dependent.
If you're a long-term bull, you're betting on autonomous driving, you're betting on robots, you're betting on the building out of the green infrastructure, solar and charging stations and all the parts of Tesla that point to a bright future. But in the near term and the medium term, Musk is so tied to the company that it is dependent.
If you're a long-term bull, you're betting on autonomous driving, you're betting on robots, you're betting on the building out of the green infrastructure, solar and charging stations and all the parts of Tesla that point to a bright future. But in the near term and the medium term, Musk is so tied to the company that it is dependent.
The movement of the stock in the near term is going to be very dependent on how he kind of handles the public outcry.
The movement of the stock in the near term is going to be very dependent on how he kind of handles the public outcry.
The movement of the stock in the near term is going to be very dependent on how he kind of handles the public outcry.
So you point out some bright spots today in the retail sector. So I guess TJX would be the ticker, but that grouping of companies, which TJ, TJ Maxx, Marshalls, that company, it's up 1.6% today. It was up 6% going into today in the previous week. So the stock was already seeing a boost. One of the basically buys inventory from other retailers.
So you point out some bright spots today in the retail sector. So I guess TJX would be the ticker, but that grouping of companies, which TJ, TJ Maxx, Marshalls, that company, it's up 1.6% today. It was up 6% going into today in the previous week. So the stock was already seeing a boost. One of the basically buys inventory from other retailers.
So you point out some bright spots today in the retail sector. So I guess TJX would be the ticker, but that grouping of companies, which TJ, TJ Maxx, Marshalls, that company, it's up 1.6% today. It was up 6% going into today in the previous week. So the stock was already seeing a boost. One of the basically buys inventory from other retailers.
So when companies have too much inventory, it'll take it off its hand and sell it at discounted prices. That's its business plan. So because it has this flexible supply chain, it's not as plugged in to... it can move around in response to these tariffs. It's also benefiting from the general move to lower price options.
So when companies have too much inventory, it'll take it off its hand and sell it at discounted prices. That's its business plan. So because it has this flexible supply chain, it's not as plugged in to... it can move around in response to these tariffs. It's also benefiting from the general move to lower price options.
So when companies have too much inventory, it'll take it off its hand and sell it at discounted prices. That's its business plan. So because it has this flexible supply chain, it's not as plugged in to... it can move around in response to these tariffs. It's also benefiting from the general move to lower price options.
So it's been one of the standout winners in the retail space today and in the near term. You also see companies like Costco and Walmart. Costco's up slightly today and Walmart's down slightly, but down much less than the market in general. Also Walmart's up about 5%. over the previous five days anyway.
So it's been one of the standout winners in the retail space today and in the near term. You also see companies like Costco and Walmart. Costco's up slightly today and Walmart's down slightly, but down much less than the market in general. Also Walmart's up about 5%. over the previous five days anyway.
So it's been one of the standout winners in the retail space today and in the near term. You also see companies like Costco and Walmart. Costco's up slightly today and Walmart's down slightly, but down much less than the market in general. Also Walmart's up about 5%. over the previous five days anyway.
Walmart took a dip back in February after it issued soft guidance, but in recent days it's reportedly been pushing its Chinese suppliers to lower costs. So I think there's a bet that companies like Costco and Walmart in a situation where all retailers are gonna be hurt by these tariffs because their supply chains are going to be affected by much more expensive
Walmart took a dip back in February after it issued soft guidance, but in recent days it's reportedly been pushing its Chinese suppliers to lower costs. So I think there's a bet that companies like Costco and Walmart in a situation where all retailers are gonna be hurt by these tariffs because their supply chains are going to be affected by much more expensive
Walmart took a dip back in February after it issued soft guidance, but in recent days it's reportedly been pushing its Chinese suppliers to lower costs. So I think there's a bet that companies like Costco and Walmart in a situation where all retailers are gonna be hurt by these tariffs because their supply chains are going to be affected by much more expensive
that companies like Costco and Walmart are large enough that they can negotiate better prices. So even though the entire industry is going to be a general loser relative to their competitors, Walmart and Costco can get better deals and so therefore can still offer lower prices.
that companies like Costco and Walmart are large enough that they can negotiate better prices. So even though the entire industry is going to be a general loser relative to their competitors, Walmart and Costco can get better deals and so therefore can still offer lower prices.