Gold $GLD -4.4% this week, nearly its worst since June 2021

SPX -1.03% this week $VEU +0.96%

1-year returns: $EEM 38% $SPY 18%

The stock market not including the S&P 500 was up ~1.4% today $VXF +1.2% $VEU +1.5%

$FXI China +4% for its best day since mid-April 2025. Big volume too.

$GS and $CAT did some DJIA heavy lifting today New year, same trend @stockcharts

Oil is -6% from 20 years ago

Monday, 4:00 p.m. Nvidia $NVDA CEO Jensen Huang will deliver a CES keynote speech on AI and accelerated computing. @seekingalpha

$TSLA down 7 days in a row, ties its record

S&P 500 Total Return Attribution... mostly increased forward EPS estimates, modest multiple expansion @augurinfinity @soberlook augurdigest.com/

$COST this will be a 16-month weekly low close

$EEM vs $SPY - best day since April 2025 Now a fresh 2-year high for EM vs the S&P 500 (total return) @stockcharts

$EEM gap n go to jumpstart 2026. Record high on a total return basis.

So, if the unemployment rate jumps to 5%, are we thinking SPX 8k? The two have moved together in the last 4 years. @stockcharts

5 Charts That Will Define Markets in 2026 Well, 4 of them. Read my article to see the 5th: articles.stockcharts... @stockcharts

Will eggs go negative?? Now a 6-year low @teconomics 58.8 cents/dozen wholesale

Crypto is glad 2025 is over

The median global stock is up a ton today.. with $EEM $EFA $MDY $IWM ripping $RSP +0.9% $VXF +1.3% $VEU +1.4%

$XOM another record high @stockcharts More from me: articles.stockcharts...

The DRAM trade is on fire $SNDK $MU $WDC

Small caps are ripping $IJR $IWM @StockCharts

Energy is the best sector YTD

Last 4 years: $QQQ +58% European Banks $EUFN +126% (record high today) @stockcharts

Bitcoin is crushing gold this year

$NVDA only Mag 7 name higher AI stocks, $SMH strong $ITA $XME green, $XLY $XLC red @finviz_com

$EEM $EFA hot start to the year US SMIDs outperforming SPX @KoyfinCharts

GS: Our US Consumer Dashboard Points to an Incrementally Softer Labor Market, Weaker Income Growth in 2025H2, and Low Sentiment, but Healthy Spending Growth and Very Strong Balance Sheets

Wall Street strategists are bullish about 2026. Bloomberg.

More Companies Staying Private for Longer. The median age of companies going public has increased to 14 years. Torsten at Apollo

Goldman sees inflation retreating toward 2% by the end of the year... for all income groups

China is No. 1!! h/t @tcrawf_nh

The 2026 IPO has been hot so far Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut @seekingalpha

$BIDU +12% on spinoff plans @wallsthorizon @seekingalpha #chips #AI

Global stocks have done good not great Jan-March $ACWI BofA 1988-2025

BofA Sellside Indicator: Bullish, but no “Sell” signal yet

GS: Household leverage and debt servicing costs remain low by historical standards. Delinquency rates appear to be stabilizing....

GS: Household balance sheets are very strong, and the net worth-to-disposable personal income ratio remains near its all-time high Household Equity Holdings as Share of Net Worth, by Income Group...

GS: We anticipate that new tax cuts included in the One Big Beautiful Bill Act will lead to outperformance among middle-income households in 2026 Cuts to Medicaid and SNAP will weigh on real income growth for households in the bottom income quintile.

GS: Our estimate of the underlying pace of job growth remained subdued at 32k We forecast 64k/month average job growth pace over the back of 2026.

GS: We expect solid spending growth will extend into 2026 on the back of a sizable fiscal boost (which should add roughly $100bn to household tax refunds in 2026H1) and forecast 2.2% real spending growth in 2025 and 2026 (both on Q4/Q4 bases).

Big gains for international stocks to kick off 2026.. $VXUS +1.3% $EEM stands out, +2.2% with China $FXI +3.0% and South Korea $EWY +3.8%

2026 getting off on the right foot (for tech, AI, chips, metals stocks) @finviz_com

UK FTSE was above 10k for the first time earlier today

Aluminum > $3k @teconomics

$SPY -0.19% for the Santa Claus Rally period so far

Cue the Undertaker gif... Santa's not dead yet.. ES +0.8%

New year, same odds. 72% chance it'll be a Kevin @kalshi #Fed kalshi.com/markets/k...

Wow all week $9.99/lb USDA Choice. @TheFreshMarket I got two more this morning.

US Truflation falling like a rock.. from 2.7% to 1.95% in a few weeks @fundstrat

Santa's not dead yet