$SPY seasonality - $TSLA buy? - $KOLD up 14% - 1-3-23 update

I go over the seasonality of $SPY and what we can expect in the first few weeks of Jan.

$TSLA deliveries - where should you buy it?

$KOLD is up 14% in pre market. Warm winter in Europe is limiting demand.

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Here are my notes that I used to go over the episode:

Seasonality of $SPY

ENERGY

$Cop

$Dvn

$Oxy

$Xom

$Cvx

$Fang

$PXD

$REI

$tsla deliveries

$SHOP

$xlf chart

Stephanie link _ Great $MS note on input costs coming down in the restaurant industry: commodity index was up 7% y/y in 4Q vs 11% y/y in 3Q and improved 2% sequentially. In addition showed sequential improvement each week through December. Key theme for 2023 across the board. $MCD $DRI $SBUX

$Kold - unseasonably warm winter and weather is crazy warm - 60s even at night

$AAPL has asked suppliers to slow down shipments indicating slower demand

$GOOG -  $GOOGL report about Chat GPT threat listed as code red internally

Bill Ackman - $KO and $PEP

SCANS

$QCLN

$TSM

$MS

$AAPL

$AMZN

$TDOC

$ARKG

$MGM

$DDOG

$PENN

$MMM