Happy Sunday,

Last week saw some incredible results for the market, and the economy keeps moving forward.

The S&P 500 closed up about 1% last week, showing a little strength after some ups and downs lately. On the jobs front, the November report showed 227,000 new jobs were added, which is great news, but the unemployment rate ticked up a bit to 4.2%. Keep an eye out this Wednesday—the latest inflation numbers (CPI) are coming out, and that’s always a hot topic these days.

Oh, and Cyber Monday set a new record for sales this year! It looks like people were out in full force shopping, which is a good sign for consumer spending.

Overall, things are moving along with some bright spots and a few challenges to watch. Here’s a few questions keeping me up at night:

1. Is the market melting up?

2. Have I taken enough profits?

3. Have I taken too many profits?

Your welcome to leave comments in the newsletter. And as a reminder, if you ever need to get ahold of me, you can email back to this newsletter, and I’ll respond as quick as I can.

Thanks,

Brian

Top Reads of the Day

• AI’s growth is just getting started, BlackRock’s thematic ETF head says 

• 5 housing market predictions for 2025, according to economists

• There's a New Country Ranking and You're Not Going to Like it

• Y2K is so back - brought back memories of me working IT in college in 1999. I worked tirelessly updating computers for Y2K.

• TVs don’t actually cost 98% less than they used to... and other inflation misconceptions
  

Answer to the banana on the wall art - selling price: $6.2 Million

I was looking for an Airbnb in Canada, and stumbled across this treehouse. Looks amazing. Guess how much it costs per night? If my wife could handle the height, would so love to stay here!

1. My neighbor loves cooking on his smoker. He shared an amazing smoked cheese dip last night, and he plans to share it on he new YouTube channel in a week. Channel is called Flame Fed Homestead.

2. This week’s video: Top AI Stock for 2025. Always a crowd favorite. Here’s my showing for 2023 and my version in 2024.

3. Next Week’s video: Options Trading 101. Had to push it back another week (boooo).

If you like my newsletter, consider passing it along to someone else.