HAPPY SATURDAY TO THE STREET

And welcome back to Street Tweets from The Street Sheet!

Would you rather pay $50K for a cutting-edge sports car, or $50K for a growth stock?

If you’re in the first camp, you got (sort of) good news last week: Tesla’s (TSLA) Roadster looks like it might actually exist!

CEO Elon Musk revealed the long-awaited luxury model, complete with a demonstration that sent it soaring into the air. (Nitrogen jets sold separately.)

Musk said that the vehicle would go into production in 2028. But aficionados know the Roadster has seen more delays than your average GTA (TTWO) game.

Back in November 2017, Tesla asked would-be Roadster owners for $50K to hold a spot in line. Nine years later, the car still hasn't reached production.

Had those buyers put that $50K into Tesla stock instead, they'd be sitting on more than $800K today.

The Cybertruck hit roads eventually, so maybe their patience will someday pay off. But historically, the only Tesla you can count on to deliver is its ticker.

— Brooks & The Street Sheet Team

MARKET REVIEW & PREVIEW

Stocks slid last week as the war with Iran escalated and inflation ran hot. A deadly Houthi attack on Riyadh's airport sent oil prices surging. Then September's CPI and PPI both topped forecasts, with wholesale prices up 6.3% from a year ago. The Nasdaq fell more than 4%, its worst week since April 2025.

Big Tech takes the stage next week. Meta (META) and Tesla both report Wednesday, two big tests of FactSet's call for nearly 30% S&P 500 earnings growth this quarter. With inflation running hot and another hike from the Federal Reserve potentially on the table, anything short of a blowout could sting.

The last time producer prices ran this hot was December 2022.

Back then, central bank’s benchmark rate sat at 4.25%-4.5%, and the Fed was still hiking.

Today, it sits at 3.75%-4%, after one lonely hike in September. The Fed makes another rate call on Oct 28.

No pressure.

To put that in perspective…

Over the past 7 years, a pound of coffee costs 124% more. A single Starbucks (SBUX) share rose just 10%. As for the S&P 500? It has soared more than 150%.

Boom! Roasted.

The ultimate pair trade.

Long AI. Short lungs.

Rich on paper. Cash poor.

Here's the full U-curve from Goldman’s (GS) recent retirement survey:

  • Under $50K: 61%

  • $100K to $200K: 22%

  • Over $500K: 37%

Lifestyle creep compounds faster than any 401(k).

Finally, a true safe haven.

Even Treasuries can't promise padded walls.

QUESTION

In what year did Goldman Sachs go public?

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