Monday Takeaways: December's First Week Could Decide Your Year-End Returns | SPONSORED | | Rickards: ‘I’m updating my recent prediction’ When I first released my "American Birthright" prediction... I thought this $150 trillion mineral boom would unfold slowly. But I was dead wrong... Now the timeline – your chance to make historic wealth through mining investments – has been expedited. And Phase II of Trump’s mineral boom is set to begin in a matter of days. Watch my briefing here. | | | | | Shah Gilani Chief Investment Strategist | We're turning the page to December with a clean slate... But the ink is barely dry and the markets are already down. So much for last week's momentum. Here's what's going on... - The S&P 500 is within 1.5% of all-time highs after a spectacular rally
- November ended flat - zero gains for the month
- AI leadership has fractured between Nvidia (down) and Google (up)
- Money managers are desperate for year-end performance
This week's packed with data that will determine everything. Wednesday: ISM services, ADP employment, industrial production, import prices. Friday: PCE, personal spending, personal income, Michigan sentiment, consumer credit. Can stocks create enough momentum for the Santa Claus rally? Will money managers pile into names to show year-end performance? Or will this week's data kill the rally before it starts? I'll explain why the AI story's bifurcation creates serious problems for investors, what reaction to this week's data releases will tell us about market direction, and why December's first week might be the most important trading week of the entire year. Click here or on the image below to see if December delivers the year-end rally or crushes it. Cheers, Shah Want more content like this? | | | | | |
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