BESPOKE: “Tesla’s bubble looks a lot bigger than biotech, homebuilders, or the aggregate Tech sector’s bubble. ..

BESPOKE: “Tesla's bubble looks a lot bigger than biotech, homebuilders, or the aggregate Tech sector's bubble. .. it's hard to take it seriously as something other than a combination of speculative excess and positioning ..” – @bespokeinvest $TSLA pic.twitter.com/KgB3gU7ogi

— Carl Quintanilla (@carlquintanilla) February 4, 2020

"231 of the SP500’s companies have reported aggregate y/y EPS of -0.02% (and that’s pre virus in Q1)…"

via @KeithMcCullough pic.twitter.com/HWzABo1Jbb

— Hedgeye (@Hedgeye) February 4, 2020

https://twitter.com/CitronResearch/status/1224717846271287297

Too many electric utilities look like this one, $ETR:

Record debt;
Worsening negative free cash flow; and
Historic EV-to-sales multiples

Investors think they are haven stocks, bond alts. More likely they will be cutting dividends in the coming recession. pic.twitter.com/9bvmzbbE42

— Kevin C. Smith, CFA (@crescatkevin) February 4, 2020

.@neelkashkari, just in case you were wondering – this is what it looks like when a bubble pops pic.twitter.com/CQISLbYimd

— Alastair (@StockBoardAsset) February 5, 2020