Topley’s Top 10 – December 28, 2022

Author

Matt Topley
December 28, 2022

1. Tesla Buyers 5x More Common in Democratic Counties

From Barry Ritholtz Blog The table above contains the top 10 and bottom 10 Trump-voting NY counties in the 2020 election, showing the percentage of Trump voters, the population, the number of TSLA registrations, and critically, TSLA registrations per 10k population. The result:.  Adjusted for population, Teslas are ~5x more common in heavily Democratic counties than they are in heavily Republican counties. https://ritholtz.com/2022/12/owning-the-libs/

Tesla Breaks 2020 Lows

2. Top Holdings for Retail Investors …Average Investors Buying Tech on Way Down

https://www.linkedin.com/in/val%C3%A9rie-no%C3%ABl-2530228a/

3. Big Tech Market Cap Bigger than Central Bank Balance Sheets

https://www.linkedin.com/in/jonathanbaird88/

4. New Bankruptcy Filings…Nothing Yet

Tavi Costa Crescat Capital

5. ROKU…$500 to $39

6. Consumer Discretionary Sector Has Given Up All Its Gains Since May 2020

Liz Ann Sonders Schwab

https://www.linkedin.com/in/lizannsounders/

7. Largest Pharma Companies in World

8. Housing Permits Fall 30%….1.9M to 1.35m

https://fred.stlouisfed.org/series/PERMIT

9. Percentage of Home Sellers Changing Listing to Rental.

John Burns Real Estate

https://twitter.com/RickPalaciosJr

10. Year-end moves for your financial strategy

Share:Investors have seen ups (inflation and interest rates), downs (stock and bond prices), twists and turns this year. One lesson from 2022 is that it’s important to focus on what you can control. This year-end checklist highlights actions you can take to help keep your financial strategy on track.