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Apocalypse Later
We have gone from full on panic in equities and max fear to “Santa Claus Rally and 7000 SPX!” In two weeks. What looked like an AI Capex freakout was really a rotation out of OpenAI and into GOOG. Many retailer results have been excellent in the meantime with Kohl’s, Ulta, Abercrombie and Fitch, Dollar General and a litany of other consumer-focused stocks delivering upbeat outlooks. The S&P 500 is suddenly zipping higher just short of the all-time highs as the Fed is priced for another cut and everything is awesome. The Fed story was temporarily a weird one as the market briefly took out the December cut, ... (full story)
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From msn.com|Dec 5, 2025US consumer sentiment rose for the first time in five months, bolstered by a more optimistic outlook for personal finances as inflation expectations improved. The preliminary ...
From morningstar.com|Dec 5, 2025Metals prices, natural-resource stocks GNR and Latin American stocks - the latter a proxy for commodities - all are breaking out already. Metals have broken out to new highs ...
From robinjbrooks.substack.com|Dec 5, 2025In yesterday’s post, I wrote about the global rise in long-term government bond yields, which - when you look at it properly - paints a very worrying picture. A key feature of ...
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From zerohedge.com|Dec 5, 2025As we have detailed extensively recently (here, here, and here), silver's latest breakneck surge to record highs was in large part due to collapsing inventories of the precious ...
From finance.yahoo.com|Dec 5, 2025Gold was on pace to eke out a weekly win on Friday as investor bets on a Federal Reserve rate cut next week continued to rise. Gold futures hovered around $4,240, on track for a ...
From cnbc.com|Dec 5, 2025|1 commentIndia’s central bank on Friday cut its policy rate by 25 basis points to 5.25%, matching forecasts from economists polled by Reuters. The monetary policy committee delivered a ...
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- Dec 5, 2025 12:20pm Posted byFundamental Analysis3,954
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