Jay Van Sciver (@hedgeyeindstrls) 's Twitter Profile
Jay Van Sciver

@hedgeyeindstrls

Industrials & Materials Sector Head at Hedgeye Risk Management; autos, machinery; Not Investment Advice landing.hedgeye.com/industrials-ja…

ID: 761884866

calendar_today16-08-2012 16:42:44

29,29K Tweet

16,16K Followers

995 Following

Commentator (@commuternyc) 's Twitter Profile Photo

Elon Musk's Tesla under investigation for potentially faulty door handles - ABC7 Los Angeles$ tsla $tslaq abc7.com/post/elon-musk…

Commentator (@commuternyc) 's Twitter Profile Photo

Elon Musk remains quiet as concerning Tesla crash reports continue to pile up: 'My husband died in an unexplained and inexplicable accident'‘ $tsla $tslaq yahoo.com/news/articles/…

Ryan Ewing (@flyinghighryan) 's Twitter Profile Photo

Frontier CEO Barry Biffle took to LinkedIn last night to discuss the FAA’s capacity cuts. “I highly recommend booking a backup ticket on another carrier.”

Frontier CEO Barry Biffle took to LinkedIn last night to discuss the FAA’s capacity cuts.

“I highly recommend booking a backup ticket on another carrier.”
Hedgeye (@hedgeye) 's Twitter Profile Photo

Woah Consumers' perceptions of current economic conditions just hit an ALL-TIME LOW Since 2020: 🛒 US grocery prices are up +29%. 🚗 Transportation services have climbed +36%. 🍔 Food away from home has surged +33%. 💳 Total credit-card debt has jumped +50%. Today, one in

Woah

Consumers' perceptions of current economic conditions just hit an ALL-TIME LOW

Since 2020: 

🛒 US grocery prices are up +29%.
🚗 Transportation services have climbed +36%.
🍔 Food away from home has surged +33%.
💳 Total credit-card debt has jumped +50%.

Today, one in
Hedgeye (@hedgeye) 's Twitter Profile Photo

Join us in wishing a very happy birthday to the one and only Bob Rich!! For over a decade, our talented cartoonist has been bringing smiles and laughter to people at Hedgeye and around the world. We couldn’t be more grateful for him! 🎉

Join us in wishing a very happy birthday to the one and only Bob Rich!!

For over a decade, our talented cartoonist has been bringing smiles and laughter to people at Hedgeye and around the world. We couldn’t be more grateful for him! 🎉
Hedgeye (@hedgeye) 's Twitter Profile Photo

This Week's Events Hedgeye Nov 13: Hedgeye CEO Keith McCullough presents 4Q25 Mid-Qtr Macro Themes 1. USA: Quad Count = 3-2-1 2. Global Inflation’s Re-Acceleration 3. Long Australia vs. Short Germany Nov 14: Jay Van Sciver HVAC Deep Dive – Long $CARR; $LII, $JCI Nov 14:

This Week's Events <a href="/Hedgeye/">Hedgeye</a>

Nov 13: Hedgeye CEO <a href="/KeithMcCullough/">Keith McCullough</a> presents 4Q25 Mid-Qtr Macro Themes

1. USA: Quad Count = 3-2-1
2. Global Inflation’s Re-Acceleration
3. Long Australia vs. Short Germany

Nov 14: <a href="/HedgeyeIndstrls/">Jay Van Sciver</a> HVAC Deep Dive – Long $CARR; $LII, $JCI

Nov 14:
Craig Fuller 🛩🚛🚂⚓️ (@freightalley) 's Twitter Profile Photo

News over the weekend that two freight tech startups, Zuum and AI Fleet are struggling, with questions about whether they will continue to go forward. These two freight tech cos will not be the last firms to struggle in this climate, where regardless of how good the founders or

Roger (@rdd147) 's Twitter Profile Photo

Tesla $TSLA used inventory up 2.5x at Carvana since end of subsidies. Even after 10% drop in trade-in value and price listings, nothing is moving out.

Tesla $TSLA used inventory up 2.5x at Carvana since end of subsidies. Even after 10% drop in trade-in value and price listings, nothing is moving out.
Hedgeye (@hedgeye) 's Twitter Profile Photo

We’ve been flagging the corporate buyback tailwind for weeks. Now Goldman confirms it — buyback authorizations just hit record highs. As the "Buyback Blackout" window closes, that pent-up demand becomes an incremental tailwind. Track the flows daily with the Market Situation

We’ve been flagging the corporate buyback tailwind for weeks.

Now Goldman confirms it — buyback authorizations just hit record highs.

As the "Buyback Blackout" window closes, that pent-up demand becomes an incremental tailwind. 

Track the flows daily with the Market Situation
Curiosity (@mastronomers) 's Twitter Profile Photo

Incredible video of a bright bolide captured by a flight attendant during a flight over the European part of Russia 📹 sasha_bashnya_