Welcome Back,
Hi there
Good morning! In today’s issue, we’ll dig into the all of the latest moves and highlight what they mean for you right now. Along the way, you’ll find insights you can put to work immediately
Stock Market Debriefing
Stocks delivered a week of selective rotation rather than broad rallies:
Major indices (over the 5-day recap):
S&P 500: Slow, steady climbs across all 5 posts.
Nasdaq: Consistent outperformance, driven by tech and AI infrastructure names.
Russell 2000: Often the leader — indicating rising confidence in small caps.
VIX: Dropped repeatedly, telling us investors are pricing in calmer conditions.
Noteworthy weekly movers:
AI infrastructure: CoreWeave (CRVW) repeatedly popped (+4–10% through the week).
Big Tech strength: Microsoft, Oracle, Meta, and Apple all posted healthy green sessions.
Retail: Costco and Macy’s oscillated, with COST taking a sharp single-day slide.
Autos: Tesla bounced between red and green days but remained overall stable.
Financials: JPMorgan and Citigroup closed the week on strong footing.
Weekly takeaway:
Quality tech and AI stayed in the driver’s seat. Small caps emerged as a quiet winner, and declining volatility gave stocks room to breathe.
Crypto Debriefing
Crypto spent the week drifting sideways with scattered rotations beneath the surface:
Bitcoin hovered around the $90K+ range, with mild day-to-day movement but clear weekly resilience.
Ethereum climbed on relative strength, outperforming BTC in several sessions.
Solana, TRX, and other alt L1s flashed notable 7-day gains even when daily candles were red — signaling sustained appetite for riskier plays.
Stablecoins remained anchored, showing no systemic stress.
No major liquidation events hit the market this week, keeping sentiment stable.
Weekly takeaway:
Crypto is in a consolidation phase with bullish undertones — the kind of environment where disciplined portfolio rebalancing pays off more than aggressive trading.
Real Estate Debriefing
Across the week, real estate consistently showed strengthening fundamentals even as affordability challenges linger:
Mortgage rates declined steadily, drifting toward 6.2%, giving buyers and investors a bit more breathing room.
Home prices posted modest but broad year-over-year growth, based on the latest FHFA data, with only a few overheated markets cooling.
Investor-friendly markets—Midwest, Mid-Atlantic, and select Southeast metros—continued to show better rent-to-price ratios than the typical Sunbelt targets.
Several housing-linked stocks (OPEN, CRVW, select builders) saw significant upside during the week, tied to lower-rate optimism.
Weekly takeaway:
Real estate quietly strengthened, but smart investors are focusing on cash-flow-first markets rather than chasing the hottest states.
Resource Debriefing
Commodities were mixed this week, with energy showing slight strength and metals diverging:
Energy
WTI & Brent crude: Ended the week slightly higher after a mid-week pullback.
Natural gas: Benefited from winter demand expectations, trending upward.
Metals
Gold: Ended the week near $4,220+, holding firm as a slow-moving hedge.
Silver & Platinum: Volatile, with several negative sessions.
Palladium: Stronger relative performance, logging multiple green days.
Weekly takeaway:
Commodities behaved like a hedge basket — energy up modestly, gold stable, industrial metals uneven. Great week for rebalancers.
What’s Coming Next Week
Here’s what to watch as we head into a new cycle:
📌 Key Events to Monitor
Inflation data releases may influence rate expectations if they surprise.
OPEC+ commentary may send oil into another volatility pocket.
Tech sector guidance from year-end conferences could shift sentiment in semiconductors and AI infrastructure stocks.
Crypto catalysts: Ethereum ecosystem announcements + L2 upgrades expected in the coming week.
Real estate reports may reveal whether the recent rate dip is beginning to translate into higher contract signings.
📌 Strategy Mindset for the Week Ahead
Stay nimble but patient — markets are grinding, not sprinting.
Use calm volatility to rebalance your winners and fortify weaker allocations.
Keep a watchlist of assets you want to buy at 10–15% pullbacks—this week’s low VIX suggests opportunities may appear quietly.
That’s All For Today
I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another great post. I hope to see you. 🤙
— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.
Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.
