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.
Palantir ($PLTR) is rewriting the rules of valuation—soaring on AI dominance while trading at levels that make traditional investors cringe. With relentless growth and sky-high multiples, the question remains: is Palantir a glimpse into the future, or the peak of speculation?
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.
If you were stranded on a desert island and had to crack the stock market to escape, which 3 indicators would you choose?
I broke down Denise Chisholm’s, the Director of Quantitative Market Strategy at Fidelity, answer to that question
AI is changing the game, and sticking to old-school investing rules is a good way to get left behind. In this post, I break down my current top positions in my Roth IRA and explain why I trust my eyes, trends, and market buzz over traditional metrics—and why that mindset has me up 33% this year.