- I hope you are having a nice holiday weekend
- Please note: I will be traveling to Dallas next Friday so there will only be a First Call note
- If you're in Dallas, I'm organizing a meet up for breakfast on Saturday
- This week has a few earnings while the following week will be the official kick-off for Q1 earnings
- Fed minutes will be the most-watched economic catalyst
- Biden's stimulus plan continues to face debate
- Tesla's delivery number was better than consensus however the mix in models will weigh on margins