Wednesday, January 20, 2021

Notes From All Over -- The Early Evening Edition -- January 20, 2021

Tesla: wow! 4Q20 California registrations jumped 63%, compared to same quarter last year, largely due to Model Y. Tesla, California, recovered from 16,200 deliveries in 3Q20 to 22,117 vehicles in 4Q20.

At about 11,417, registrations in the state for Tesla's Model Y compact crossover utility vehicle surpassed those for the Model 3. California registrations for Tesla's Model 3 mass-market sedan fell 34% on a yearly basis to 7,044.

Total fourth-quarter vehicle registrations in the 23 states, where data was collected, stood at 44,749, with Model Y accounting for nearly half the registrations.

Tesla is expected to report earnings on January 27.

Jim Cramer's financial haiku today:

  • defying the Wall Street critics;
  • Netflix, Tesla, Amazon, Apple;
  • the customer is always right. 

Wow, it's great to be home again, but I do miss the twins. LOL.

But it's great to be back to TCM

Futures: right after the close, the futures were slightly negative. I assumed it was a bit of profit-taking. But here we are, 6:03 p.m. CT and futures for all three major indices have turned positive. Wow. KMI up 3% and F up 2.5%.

Equinor: raised its dividend today.  11 cents, record date, 2/12/21. Previous two quarters, 9 cents.

BK: shares plunge in price after profit miss. Dropped 75, enough to pace the S&P 500's decliners.

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Metrics

This is what I will be tracking at one year, two years, three years, and four years:

Easy metrics to follow:

  • China flu:
    • cases / million / trend
    • vaccinations given
    • in round numbers, on day of inauguration:
    • total doses distributed: 40 million
    • total number of doses given: 17 million
  • three major indices; all three set all-time records on day he was inaugurated; closing:
    • Dow:
    • S&P 500:
    • NASDAQ:
  • atmospheric CO2:
    • December, 2020: 413.95
  • price of gasoline, using EIA data at this link:
    • 1/18/21: $2.464 / gallon
  • MacDonald's, as tracked at this link:
    • Big Mac: $3.99
  • Misc (suggestions?)
    • the average rent for an apartment in Albany, NY, at this link; $1,299 (last updated Jan 2021)

3 comments:

  1. Would like to see income tax rates (and other taxes) compared. Also perhaps unemployment numbers. (even though they are skewed) When they improve post-pandemic, Biden or more likely Kamala will take credit for it. But 3 or 4 years out the China flu should be a non-factor. Just my 2 cents worth...

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    Replies
    1. Great ideas. I will see how to keep it simple.

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    2. Misery index: https://en.wikipedia.org/wiki/Misery_index_(economics).

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