In the first-ever edition of The Weekly Cut, I break down what moved last week, what the market is watching next, and where investors may start positioning as key sectors face a real stress test.
December has historically been one of the strongest months for the market, and 2024 is shaping up no differently. With the government reopened, consumer spending hitting records, tech earnings crushing expectations, and the Fed signaling a rate cut, the stage is set for a potential Santa Claus Rally. As investors wrap up the year, expect winners to keep running and laggards to face tax-loss pressure. Here’s how I’m looking at the final stretch of the year.
The market feels unpredictable, and sentiment is shifting fast. I’ve spent the last few weeks trying to make sense of the signals, the fear, and the strange calm beneath it all. Here are the thoughts I’ve pieced together.
Discover key strategies for investing in 2026—from market outlooks and sector shifts to how interest rates, energy, and crypto are shaping the future. Stay ahead with this investor's blueprint.
With the market feeling uncertain, I’ve stepped back from active stock picking. I’m still long-term bullish, but I don’t currently have the conviction or a clear idea worth acting on. The constant mix of bullish and bearish signals has been overwhelming, and that noise can create unnecessary self-doubt. Watching $GOOG rip last week was a reminder of how easy it is to fall into FOMO.
