December 2025
-
The Trump Admin has declared war on Wind. With 6 GW of energy in jeopardy, Solar is emerging as the beneficiary. No one would’ve predicted that last November. For the story and the stock , you know where to click.
-
“The market will move in a way that makes fools out of the most people” – Socrates… or Jamie Dimon… or maybe me? I don’t know. Doesn’t matter. Just as everyone got behind the cyclical trade, it takes a break. For my take on why it took a break today – it wasn’t November Payrolls…
-
Big week for macro: Long await delayed November Payrolls, new Inflation Data, and a bunch of Fed Speak. Click below for everything you need for the week ahead as well as for my brief take on the current state of the market.
-
New Mailer – Prebell Pregame. Think of as a Slim 9:25: streamlined schedule that lays out what is in store Monday-Friday with expectations and priors when applicable as well as an occasional thought if any come to mind. It’s the perfect digest for investors looking for a high-value, low-friction reminder of what to watch week-to-week.
-
A lot of effort goes into picking winners and losers. Two years since ChatGPT’s launch… and it turns out the worst choice was making a choice.
-
The best companies in the market have been brutally sold post-earnings. I think CrowdStrike may break the trend. Full article, I’ll tell you why and what it means for the rest of the market going into year-end.
-
In this episode of Conversations from the Canopy, Don brings in Frank Ferritto, a man with a decade plus experience in wealth management, to talk about how tax loss harvesting can generate alpha for a portfolio. It is the first of December; the clock is ticking to identify which names – if any – make…
Gorilla With Glasses 