Supreme intervention / coordination with Admin on the ‘grand’ TACO -> stimulus checks coming next year & likely a number of other policies of similar nature
Hoover vibes pic.twitter.com/uGrNTjtjyu
— Don Johnson (@DonMiami3) December 15, 2025
Even though the Nasdaq is not down a lot from its ATH, underneath the index some of the areas that I was most worried about like some of the neoclouds, semis, SMR names have actually corrected significantly -15%, -20% even -50% while the index is down less than 4%.
The market…
— Rihard Jarc (@RihardJarc) December 15, 2025
https://twitter.com/VladTheInflator/status/2000680822668701915
Is the Santa Claus rally in check?
The last time we saw a pattern similar to the current one, the S&P 500 experienced a deeper pullback. pic.twitter.com/rIyWDANRmO
— Guilherme Tavares (@i3_invest) December 15, 2025
They might have been late to cut, but now inflation is picking up again, and risk on both inflation and jobs is elevated, so there are no easy choices. They made decisions based on laggy data. pic.twitter.com/TqesyydM3I
— Truflation (@truflation) December 15, 2025