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2024-12-23

Historically, this period has yielded positive returns approximately 76% of the time since 1999, with an average gain of 1.7% when a rally occurs. 

As of today, the S&P 500 has gained over 23% this year. However, December has seen declines, raising concerns about the likelihood of a Santa Claus Rally. The Federal Reserve’s recent indication of fewer interest rate cuts in 2025 has contributed to market volatility. 

Despite these challenges, some analysts remain optimistic. They note that the market’s primary uptrends are still intact and the economy remains strong, suggesting the possibility of a year-end rally!

Fingers crossed!

Alphabet Misses: Can Amazon Meet Cloud and AI Growth Estimates?
Alphabet’s Q4 earnings missed expectations, with a 7% drop in stock price. Revenue slightly below estimates, but core search-ad business outperformed. Cloud revenue growth also missed. Capital spending forecasted at $75B for 2025, much higher than expected, raising concerns amid rising competition, especially from Chinese startup DeepSeek. Amazon's upcoming earnings will focus on AWS performance. After GOOG's miss, how do you view Amazon's cloud buisness? Is it a chance to buy after the 7% drop?
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