“I think Jeffrey Hirsch, author of “The Stock Trader’s Almanac” (which I highly recommend), does the best work on the topic. Hirsch states, “S&P gains in January’s first five days preceded full year gains 83.3% of the time, 14 of last 18 post-presidential election years followed the first five day’s direction.” – Andrew Rocco, Zack’s Research
Q: How did the first 5 days of the new year go for the S&P 500 Index and what could it indicate to investors about 2025?
Q: What are some companies and industries that started the new year strong on the first 5 days of 2025?
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Headline Round Up
*Bloomberg Analyst Consensus Currently Forecasts the S&P 500 Index 2025 Profit Growth Estimates at Over 12% While 2026 Estimates Also Indicate Another 12%!
*Early Lead: The S&P Energy Sector is Up Nearly 5X Times More than S&P 500 Index So Far in 2025!
*U.S. Energy Information Administration (EIA): North America Projected to Double Liquified Natural Gas (LNG) Export Capacity by 2028.
*Energy Transfer Signs 20 Year Agreement to Supply Two Million Tons of LNG to Chevron Annually.
*Where Would Federal Spending Cuts Begin to Reduce the Congressional Budget Office’s (CBO) Estimated 2025 $1.938 Trillion Deficit? What are some the potential financial market impacts?
*The Federal Reserve’s Updated Projections for Interest Rate Cuts.
*Quantum Computing Companies Take a Pounding on Nvidia’s CEO, Jensen Huang, Comments on Commercial “Viability”?
*U.S. Household Net Assets Hit $168.8 Trillion in Q3 2024!
*UBER and LYFT are Gearing Up for the Robotaxi Revolution.
*Zuckerberg Gone to Texas! Meta Content Moderation Teams Moving from California to Texas to Combat Concerns About Bias and Censorship.
*Pershing Square Capital’s CEO, Bill Ackman, Pushing Trump to Privatize Mortgage Giants Fannie Mae & Freddie Mac!
*Artificial Intelligence (AI) is Increasing American Worker Productivity! Activities that took hours now take minutes.
*U.S. Commercial Crude Oil Stockpiles Decline for 7th Straight Week, But Gasoline & Distillate Products Grow by More Than Six Million Barrels Each.
*Actuary Gail Tverberg Predicts Energy Shortages and Potential Recession in 2025? What are some potential inflation hedges for investors?
*Job Openings at 4.8% in November While ADP Reported 122,000 Net New Jobs in December!
*U.S. Nuclear Regulatory Commission to Pursue More Efficient & Streamlined Reactor Approvals.
2025 Mergers, Acquisitions, & IPOs
*Makin’ Bacon! Largest Pork Producer, Hong Kong Based WH Group, Spins Off Virgina Based Smithfield for Initial Public Offering (IPO) with $5.4 Billion Valuation!
*Paychex Strikes $4.1 Billion Cash & Debt Deal for Rival Paycor.
*Getty Images Merging with Shutterstock in $3.7 Billion Cash & Stock Deal.
*Cintas Rebuffed a Second Time by UniFirst on $5.3 Billion Offer!
*Constellation Energy in Talks to Buy Houston Based Calpine for Near $30 Billion in Stock & Debt Deal.
Standard & Poor’s 500 Index – Daily (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 – Daily (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
iShares 20+ Year Treasury Bond Exchange Traded Fund (01/10/2020 – 01/08/2025)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Top 10 & Bottom 10 Member Ranked Returns (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
Plains GP Holdings, LP – Daily (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
eBay, Inc. – Daily (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
Dell Technologies, Inc. – Daily (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
Cheniere Energy Partners, LP – Daily (12/31/2024 – 01/08/2025)
– Courtesy of Bloomberg LP
J.P.Morgan Asset Management – Guide to the Markets 1Q 2025, pg 18 (12/31/2024)
– Courtesy of J.P.Morgan Asset Management
J.P.Morgan Asset Management – Guide to the Markets 1Q 2025, pg 22 (12/31/2024)
– Courtesy of J.P.Morgan Asset Management
Profit Report
Secrets of the man who made Nvidia the world’s most valuable company.
