🐺Decision Time for the Santa Rally

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.

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Today officially marks the start of the Santa Claus rally window, running from December 26 through year-end. Historically, the market has never missed three Santa rallies in a row, and after back-to-back disappointments, the odds tilt toward a positive finish this year.

Seasonality alone doesn’t move markets, but when combined with lighter volume, reduced selling pressure, and underpositioned investors, it creates a favorable setup. Statistically, the probability of a rally is higher than average, and now it’s decision time for whether buyers step in.

One emerging player, Jarsy, tokenizes private-company equity and opens pre-IPO access to retail investors… bridging traditional finance and blockchain rails. Download their app here.

As the year winds down, the focus naturally shifts from short-term seasonality to longer-term positioning. Themes around AI infrastructure, power, software durability, and macro normalization are starting to crystallize for 2026.

I’ll be breaking down my top picks and core themes for 2026 on The Solid Report, where we’ll separate noise from opportunity and map out what really matters going forward. Tune in for the full setup.

Silver is pushing toward all-time highs, drawing attention across both commodity and macro circles. On one hand, strength in silver can signal rising industrial demand, especially from solar, electrification, and manufacturing.

On the other hand, sharp moves in precious metals can sometimes reflect hedging behavior or concerns about fiat stability. Right now, the signal is mixed… it’s not outright bearish for equities, but it’s something to keep an eye on as we move into 2026.

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