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Weekly Market Insights: The Quiet Signals Shaping 2026
Holiday liquidity is thin, but leadership clues are loud. What this final week of 2025 is really telling us about markets heading into 2026.
Portfolio Parrot
December 29, 2025
Good morning investors,
This is one of those in-between weeks. Liquidity is thin, headlines are quiet, and markets are closing 2025 near record highs with the S&P 500 hovering just below 7,000.
The real story is not the Santa Claus Rally. It is what leadership looks like as we step into 2026. Beneath the surface, the market has begun to rotate away from the most crowded AI trades toward platforms, cash-flow durability, and select cyclicals.
This week is best spent observing, not chasing. The signals you see now often shape the first real trends of January.
Here’s what I’m watching into year-end and why it matters…
Read more → 3 mins read
The Fear and Greed Index
My Portfolio Performance 🔍
All-time Portfolio Performance (ISA+SIPP)
All-time | Year-to-date | |
|---|---|---|
Total Profit | 42.93% | 25.98% |
vs S&P 500 | 9.95% | 17.09% |
vs NASDAQ 100 | 3.32% | 13.56% |
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