Seasonality is starting to line up, sentiment is improving, and the macro backdrop is quietly turning more supportive. Throw in improving liquidity conditions and we have all the makings of the classic "Santa rally" to end 2026 in a big way! I lay out the bull case for a strong market close to the year in this episode!
0:00 Intro
0:39 Is market sentiment finally flipping positive?
3:24 Is a Santa rally still on the cards?
3:56 Latest jobs report is grim
5:22 US government announces brand-new Tech Force
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at:
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