Hey everyone! Sam here (AKA @SamSolid57 on X)
I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.
Let’s get into it
December Begins with a Santa Claus Setup
It’s the first full week of December, and with Thanksgiving officially behind us, the market enters the final stretch of the year 0.6% from all-time highs. Sentiment remains stuck in Extreme Fear according to the Blossom Fear and Greed Index, creating one of those rare periods where price strength and investor psychology completely diverge.
That combination has historically paved the way for powerful year-end rallies. If seasonality holds and macro data doesn’t derail the trend, this could shape up to be the cleanest EOY run we’ve had since 2021.
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Software Earnings Take the Spotlight
Earnings season continues like it never ends. With the megacaps done for the quarter, now it’s time for the software lineup. CrowdStrike ($CRWD), SentinelOne ($S), MongoDB ($MDB), Snowflake ($SNOW), UiPath ($PATH) and others are reporting this week.
Estimates call for mid-to-high double-digit revenue growth from CRWD and S, decelerating but still strong cloud data growth from SNOW, and continued Atlas-driven momentum from MDB. The software cohort will give a clean read on enterprise spending into 2025, especially as AI workloads shift from hardware buildup to actual deployment.
Crypto Might Come Back… or Not
Crypto has shown signs of life after Bitcoin bounced from the 80k lows and Ethereum held near 2600, but the trend is still fragile. A real Santa Claus rally wouldn’t feel complete without crypto joining the party and taking a shot at new all-time highs.
If you loved BTC at 126k, you should love it at 90k… but traders need confirmation, not hope. Until BTC reclaims major moving averages and ETH breaks its downtrend, this remains a “prove it” setup.
Thanks for reading! Catch you in the next one!
For more updates throughout the week, follow @WOLF_Financial and @SamSolid57 on X.
