Steven Prediletto
@steveprediletto.bsky.social
Parter - OpenArc Corporate Advisory
Atlanta
Atlanta
Pinned
Personal investment strategy for the next four years:
•Long wind/solar/nuclear
•Neutral hydrocarbons
•Levered Long eAviation
•Long select China stocks
•Long European dividend growth/value stocks
•Neutral Bitcoin
•Long gold & industrial metals
•Bullish cell-based agriculture
Place your bets.
•Long wind/solar/nuclear
•Neutral hydrocarbons
•Levered Long eAviation
•Long select China stocks
•Long European dividend growth/value stocks
•Neutral Bitcoin
•Long gold & industrial metals
•Bullish cell-based agriculture
Place your bets.
An anti-war (pro-Palestine) protest on Peachtree Road in Buckhead (Atlanta) this morning.
Hearing a number of car horns in support of the message.
Hearing a number of car horns in support of the message.
August 21, 2025 at 3:43 PM
An anti-war (pro-Palestine) protest on Peachtree Road in Buckhead (Atlanta) this morning.
Hearing a number of car horns in support of the message.
Hearing a number of car horns in support of the message.
A client living in D.C. said the last time she felt unsafe was January 6, 2021.
August 14, 2025 at 6:23 PM
A client living in D.C. said the last time she felt unsafe was January 6, 2021.
F1: Le film
"Si la dernière chose que je fais est de conduire cette voiture, je prendrai ce volant."
Magnifique!
"Si la dernière chose que je fais est de conduire cette voiture, je prendrai ce volant."
Magnifique!
August 11, 2025 at 2:23 PM
F1: Le film
"Si la dernière chose que je fais est de conduire cette voiture, je prendrai ce volant."
Magnifique!
"Si la dernière chose que je fais est de conduire cette voiture, je prendrai ce volant."
Magnifique!
The US imported $5.4b worth of Swiss watches in 2024. US importers of *new* Swiss watches will pay Trump’s 39% tariff.
The response from Trump-aligned watch AD’s & resellers on social media is as expected. Their customers will [happily] pay more for a new Rolex, Patek, AP, or Omega. 🙃
The response from Trump-aligned watch AD’s & resellers on social media is as expected. Their customers will [happily] pay more for a new Rolex, Patek, AP, or Omega. 🙃
August 6, 2025 at 12:42 PM
The US imported $5.4b worth of Swiss watches in 2024. US importers of *new* Swiss watches will pay Trump’s 39% tariff.
The response from Trump-aligned watch AD’s & resellers on social media is as expected. Their customers will [happily] pay more for a new Rolex, Patek, AP, or Omega. 🙃
The response from Trump-aligned watch AD’s & resellers on social media is as expected. Their customers will [happily] pay more for a new Rolex, Patek, AP, or Omega. 🙃
Long UK, Europe, China
Rationale: Quiet cities
After 2 weeks in London/Paris for me & 3 for a friend back from China the prevalence of electric cars, trucks, bikes, motorcycles, vans, & buses has made the greatest cities audibly quieter.
Smart gov’t incentives = results
Rationale: Quiet cities
After 2 weeks in London/Paris for me & 3 for a friend back from China the prevalence of electric cars, trucks, bikes, motorcycles, vans, & buses has made the greatest cities audibly quieter.
Smart gov’t incentives = results
August 1, 2025 at 7:33 PM
Long UK, Europe, China
Rationale: Quiet cities
After 2 weeks in London/Paris for me & 3 for a friend back from China the prevalence of electric cars, trucks, bikes, motorcycles, vans, & buses has made the greatest cities audibly quieter.
Smart gov’t incentives = results
Rationale: Quiet cities
After 2 weeks in London/Paris for me & 3 for a friend back from China the prevalence of electric cars, trucks, bikes, motorcycles, vans, & buses has made the greatest cities audibly quieter.
Smart gov’t incentives = results
There are 11 ’Five Guys’ restaurant locations in Paris and 39 throughout France.
Every time I walk by one they are packed. Which of the founders fell in love with Paris?
Every time I walk by one they are packed. Which of the founders fell in love with Paris?
July 29, 2025 at 11:43 AM
There are 11 ’Five Guys’ restaurant locations in Paris and 39 throughout France.
Every time I walk by one they are packed. Which of the founders fell in love with Paris?
Every time I walk by one they are packed. Which of the founders fell in love with Paris?
We spotted many EV cars, vans, taxis, Uber, and transit busses in London. In certain areas they’re so prevalent the streets are quiet.
A notable number of curbside EV charging options.
I was happy to spot a BYD store in a very posh neighborhood and saw plenty of BYDs in the wild.
A notable number of curbside EV charging options.
I was happy to spot a BYD store in a very posh neighborhood and saw plenty of BYDs in the wild.
July 26, 2025 at 8:40 AM
We spotted many EV cars, vans, taxis, Uber, and transit busses in London. In certain areas they’re so prevalent the streets are quiet.
A notable number of curbside EV charging options.
I was happy to spot a BYD store in a very posh neighborhood and saw plenty of BYDs in the wild.
A notable number of curbside EV charging options.
I was happy to spot a BYD store in a very posh neighborhood and saw plenty of BYDs in the wild.
I witnessed the most American thing last night.
My neighbor drove one of his two Porsche 800 feet to the steak house on our street.
My neighbor drove one of his two Porsche 800 feet to the steak house on our street.
July 18, 2025 at 1:51 PM
I witnessed the most American thing last night.
My neighbor drove one of his two Porsche 800 feet to the steak house on our street.
My neighbor drove one of his two Porsche 800 feet to the steak house on our street.
An American friend from Atlanta is in China for the next few weeks teaching Pilates, a growing fitness trend popular with young & affluent Chinese.
I receive 12 AM EDT texts of Chinese EVs, personal eVTOL, HSR, delivery robots, driverless cars, & images of life in the year 2035.
I receive 12 AM EDT texts of Chinese EVs, personal eVTOL, HSR, delivery robots, driverless cars, & images of life in the year 2035.
July 15, 2025 at 12:04 PM
An American friend from Atlanta is in China for the next few weeks teaching Pilates, a growing fitness trend popular with young & affluent Chinese.
I receive 12 AM EDT texts of Chinese EVs, personal eVTOL, HSR, delivery robots, driverless cars, & images of life in the year 2035.
I receive 12 AM EDT texts of Chinese EVs, personal eVTOL, HSR, delivery robots, driverless cars, & images of life in the year 2035.
Questionable Tesla Model 3 modifications spotted in Atlanta.
June 27, 2025 at 2:44 PM
Questionable Tesla Model 3 modifications spotted in Atlanta.
Spotted a BrightDrop Zevo 600 with FedEx livery in Atlanta.
•600+ cubic feet of cargo room
•250 miles of range
•600+ cubic feet of cargo room
•250 miles of range
June 27, 2025 at 11:32 AM
Spotted a BrightDrop Zevo 600 with FedEx livery in Atlanta.
•600+ cubic feet of cargo room
•250 miles of range
•600+ cubic feet of cargo room
•250 miles of range
A client lost his 80 year old wife and 55 year old daughter this month.
We talked for hours on Tuesday.
Hug your loved ones.
We talked for hours on Tuesday.
Hug your loved ones.
June 25, 2025 at 11:23 AM
A client lost his 80 year old wife and 55 year old daughter this month.
We talked for hours on Tuesday.
Hug your loved ones.
We talked for hours on Tuesday.
Hug your loved ones.
I spent last week in Cozumel, Mexico SCUBA diving & resort management mentioned fewer American tourist YoY (US tourists to Cancun was down 7% (Jan-May).
I experienced the same during a February dive trip to Belize.
Most of the American’s I met work in tech (AI), finance, healthcare, or retired.
I experienced the same during a February dive trip to Belize.
Most of the American’s I met work in tech (AI), finance, healthcare, or retired.
June 23, 2025 at 2:09 PM
I spent last week in Cozumel, Mexico SCUBA diving & resort management mentioned fewer American tourist YoY (US tourists to Cancun was down 7% (Jan-May).
I experienced the same during a February dive trip to Belize.
Most of the American’s I met work in tech (AI), finance, healthcare, or retired.
I experienced the same during a February dive trip to Belize.
Most of the American’s I met work in tech (AI), finance, healthcare, or retired.
Don’t look up:
Burning hydrocarbons in a helicopter to drop plastic eggs made from hydrocarbons on the heads of the generation that will struggle to live on an increasingly inhabitable planet because of the current generations love affair with hydrocarbons.
Burning hydrocarbons in a helicopter to drop plastic eggs made from hydrocarbons on the heads of the generation that will struggle to live on an increasingly inhabitable planet because of the current generations love affair with hydrocarbons.
June 7, 2025 at 2:27 PM
Don’t look up:
Burning hydrocarbons in a helicopter to drop plastic eggs made from hydrocarbons on the heads of the generation that will struggle to live on an increasingly inhabitable planet because of the current generations love affair with hydrocarbons.
Burning hydrocarbons in a helicopter to drop plastic eggs made from hydrocarbons on the heads of the generation that will struggle to live on an increasingly inhabitable planet because of the current generations love affair with hydrocarbons.
Returned 1 of our 2 Tesla’s today.
•6 Cybertrucks for sale (4 unsold due to $100k+ price tag)
•Model 3/Y unavailable until July
•Counted 22 cars on the lot
•10 AM on a Wednesday but there was one couple in for a test drive (Decatur, GA)
•6 Cybertrucks for sale (4 unsold due to $100k+ price tag)
•Model 3/Y unavailable until July
•Counted 22 cars on the lot
•10 AM on a Wednesday but there was one couple in for a test drive (Decatur, GA)
June 4, 2025 at 2:21 PM
Returned 1 of our 2 Tesla’s today.
•6 Cybertrucks for sale (4 unsold due to $100k+ price tag)
•Model 3/Y unavailable until July
•Counted 22 cars on the lot
•10 AM on a Wednesday but there was one couple in for a test drive (Decatur, GA)
•6 Cybertrucks for sale (4 unsold due to $100k+ price tag)
•Model 3/Y unavailable until July
•Counted 22 cars on the lot
•10 AM on a Wednesday but there was one couple in for a test drive (Decatur, GA)
Sunset landing at LGA made the Delta flight delay acceptable.
May 21, 2025 at 1:23 AM
Sunset landing at LGA made the Delta flight delay acceptable.
I spent a few hours on Thursday with newer associates (ages 21-25) at Putt Shack.
~15 minutes answering questions about markets, economy, tech, tariffs.
Top questions…
•Was Trump 1.0 was like this? (chaos, uncertainty, drama, 12 AM Tweets)
•What was it like when Obama was POTUS? (They were in HS)
~15 minutes answering questions about markets, economy, tech, tariffs.
Top questions…
•Was Trump 1.0 was like this? (chaos, uncertainty, drama, 12 AM Tweets)
•What was it like when Obama was POTUS? (They were in HS)
May 16, 2025 at 2:52 PM
I spent a few hours on Thursday with newer associates (ages 21-25) at Putt Shack.
~15 minutes answering questions about markets, economy, tech, tariffs.
Top questions…
•Was Trump 1.0 was like this? (chaos, uncertainty, drama, 12 AM Tweets)
•What was it like when Obama was POTUS? (They were in HS)
~15 minutes answering questions about markets, economy, tech, tariffs.
Top questions…
•Was Trump 1.0 was like this? (chaos, uncertainty, drama, 12 AM Tweets)
•What was it like when Obama was POTUS? (They were in HS)
U.S. brain drain:
A college graduate worked for the Peace Corps until DOGE cut funding for USAID leaving her stranded in Africa
After 2024 election she has no desire to live in the US
She called to request a 529 Savings Plan distribution to pay for graduate school in the UK
A college graduate worked for the Peace Corps until DOGE cut funding for USAID leaving her stranded in Africa
After 2024 election she has no desire to live in the US
She called to request a 529 Savings Plan distribution to pay for graduate school in the UK
May 13, 2025 at 4:41 PM
U.S. brain drain:
A college graduate worked for the Peace Corps until DOGE cut funding for USAID leaving her stranded in Africa
After 2024 election she has no desire to live in the US
She called to request a 529 Savings Plan distribution to pay for graduate school in the UK
A college graduate worked for the Peace Corps until DOGE cut funding for USAID leaving her stranded in Africa
After 2024 election she has no desire to live in the US
She called to request a 529 Savings Plan distribution to pay for graduate school in the UK
My evening at Dyer & Dyer Volvo in Atlanta:
•17 Tesla trade-ins on the lot
•Nearly all TSLA trade-ins ‘underwater’ including 2024 models
•Offering $1K ‘Tesla Takeover’ discount + $7,500 EV credit
•Dealership moves ~250 Volvo’s/mo
•Fully-electric EX90 w/ LiDAR was 😍
Brie leased a 2025.5 XC90 PHEV
•17 Tesla trade-ins on the lot
•Nearly all TSLA trade-ins ‘underwater’ including 2024 models
•Offering $1K ‘Tesla Takeover’ discount + $7,500 EV credit
•Dealership moves ~250 Volvo’s/mo
•Fully-electric EX90 w/ LiDAR was 😍
Brie leased a 2025.5 XC90 PHEV
We’re in the process of ending our two Tesla leases and shopping for alternatives.
Every dealership mentioned the number of Tesla trade-ins on their lots.
I never thought I’d see “tariff-free inventory” Ads from automakers.
Every dealership mentioned the number of Tesla trade-ins on their lots.
I never thought I’d see “tariff-free inventory” Ads from automakers.
May 10, 2025 at 1:25 PM
My evening at Dyer & Dyer Volvo in Atlanta:
•17 Tesla trade-ins on the lot
•Nearly all TSLA trade-ins ‘underwater’ including 2024 models
•Offering $1K ‘Tesla Takeover’ discount + $7,500 EV credit
•Dealership moves ~250 Volvo’s/mo
•Fully-electric EX90 w/ LiDAR was 😍
Brie leased a 2025.5 XC90 PHEV
•17 Tesla trade-ins on the lot
•Nearly all TSLA trade-ins ‘underwater’ including 2024 models
•Offering $1K ‘Tesla Takeover’ discount + $7,500 EV credit
•Dealership moves ~250 Volvo’s/mo
•Fully-electric EX90 w/ LiDAR was 😍
Brie leased a 2025.5 XC90 PHEV
We’re in the process of ending our two Tesla leases and shopping for alternatives.
Every dealership mentioned the number of Tesla trade-ins on their lots.
I never thought I’d see “tariff-free inventory” Ads from automakers.
Every dealership mentioned the number of Tesla trade-ins on their lots.
I never thought I’d see “tariff-free inventory” Ads from automakers.
May 9, 2025 at 6:56 PM
We’re in the process of ending our two Tesla leases and shopping for alternatives.
Every dealership mentioned the number of Tesla trade-ins on their lots.
I never thought I’d see “tariff-free inventory” Ads from automakers.
Every dealership mentioned the number of Tesla trade-ins on their lots.
I never thought I’d see “tariff-free inventory” Ads from automakers.
May 8, 2025 at 9:58 PM
Today’s comments from a Texas land man:
“My friends in oil/gas are not happy with Trump”
“[Trump] has no idea what he’s doing”
“[Trump] lies through his teeth”
“Last year everyone was vacationing in Europe, but w/ $50 oil everyone is staying home”
“Feels like we’re already in a recession”
“My friends in oil/gas are not happy with Trump”
“[Trump] has no idea what he’s doing”
“[Trump] lies through his teeth”
“Last year everyone was vacationing in Europe, but w/ $50 oil everyone is staying home”
“Feels like we’re already in a recession”
May 7, 2025 at 10:29 PM
Today’s comments from a Texas land man:
“My friends in oil/gas are not happy with Trump”
“[Trump] has no idea what he’s doing”
“[Trump] lies through his teeth”
“Last year everyone was vacationing in Europe, but w/ $50 oil everyone is staying home”
“Feels like we’re already in a recession”
“My friends in oil/gas are not happy with Trump”
“[Trump] has no idea what he’s doing”
“[Trump] lies through his teeth”
“Last year everyone was vacationing in Europe, but w/ $50 oil everyone is staying home”
“Feels like we’re already in a recession”
Went to a Land Rover dealership to look at a plug-in hybrid to replace one of our Tesla’s (lease ends <1 mo)
•When given the reason for switching brands (Elon Musk’s behavior) the sales rep said, “I hear that a lot”
•Future LR imported vehicles will reflect the high tariff-adjusted price
•When given the reason for switching brands (Elon Musk’s behavior) the sales rep said, “I hear that a lot”
•Future LR imported vehicles will reflect the high tariff-adjusted price
May 3, 2025 at 6:38 PM
Went to a Land Rover dealership to look at a plug-in hybrid to replace one of our Tesla’s (lease ends <1 mo)
•When given the reason for switching brands (Elon Musk’s behavior) the sales rep said, “I hear that a lot”
•Future LR imported vehicles will reflect the high tariff-adjusted price
•When given the reason for switching brands (Elon Musk’s behavior) the sales rep said, “I hear that a lot”
•Future LR imported vehicles will reflect the high tariff-adjusted price
Nothing beats a physical copy of the Sunday New York Times.
NYT’s Style Magazine on the 27th, ‘J Is for JAPAN’ is a keeper.
NYTimes.com/series/j-is-for-japan
NYT’s Style Magazine on the 27th, ‘J Is for JAPAN’ is a keeper.
NYTimes.com/series/j-is-for-japan
April 28, 2025 at 7:35 PM
Nothing beats a physical copy of the Sunday New York Times.
NYT’s Style Magazine on the 27th, ‘J Is for JAPAN’ is a keeper.
NYTimes.com/series/j-is-for-japan
NYT’s Style Magazine on the 27th, ‘J Is for JAPAN’ is a keeper.
NYTimes.com/series/j-is-for-japan
Except for Rolex the secondary/grey market for watches priced $3,000+ is down YTD through 20 April 2024.
A discretionary purchase I track to gauge the health of the affluent consumer.
Source: watchcharts.com/articles/p/8...
A discretionary purchase I track to gauge the health of the affluent consumer.
Source: watchcharts.com/articles/p/8...
April 25, 2025 at 6:25 PM
Except for Rolex the secondary/grey market for watches priced $3,000+ is down YTD through 20 April 2024.
A discretionary purchase I track to gauge the health of the affluent consumer.
Source: watchcharts.com/articles/p/8...
A discretionary purchase I track to gauge the health of the affluent consumer.
Source: watchcharts.com/articles/p/8...