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Hey there weekday warrior,

Welcome back. Did you miss me?

Today, I’ve got a special newsletter to catch you up on everything you missed during rot week (you know, that period between Christmas and New Year’s Day where you consume approximately 6k calories per day and only wear stretchy pants).

Enjoy the next 4 minutes and 2 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

+ US stocks “stocks slipped Tuesday, closing 2024 with an uncharacteristic down note after a roaring year of trading.” (Yahoo! Finance)

+ The 10-year yield “rose Tuesday, capping a year that saw the benchmark yield push higher even as the Federal Reserve cut short-term rates.” (CNBC)

+ Oil “fell around 3% in 2024, slipping for a second straight year, as the post-pandemic demand recovery stalled, China's economy struggled, and the U.S. and other non-OPEC producers pumped more crude into a well-supplied global market.” (Reuters)

+ Don’t freak out, but Bitcoin is up year-to-date.

The NEXT Trillion Dollar Company?

This company just signed a MASSIVE deal with Apple.

It gets their AI tech in Apple’s iPhones and iMacs until 2040!

But it goes beyond that.

The company is getting its tech into products by Nvidia, Google, and Samsung too.

Its AI tech is so crucial…

Nvidia is actually buying up the stock too.

They’ve invested more in this one company than any other… nearly $150 million.

Is this stock the next Nvidia… which has gone up 81,700% over the last 20 years?

Watch this breakdown of this stock right here.

🛑 Let’s make a deal for 2025. Every damn day I’ll bring you markets news, insights, and low-brow humor you love. The only thing I ask in return? You support TWC’s sponsors. Check out the Oxford Club by clicking the link above.

Christmas Eve Eve (December 23rd)

+ “I’ve won, but at what cost?” - Erik Nordstrom, probably

Congrats to the Nordstroms… I guess? Just a few days before Christmas, the Nordstrom family (and their deep-pocketed Mexican backers) went all “funding secured” and took the department store private.

Along with Mexican retailer El Puerto de Liverpool, the Roys of retail will acquire all of Norstrom’s outstanding shares for $24.25. That values the chain at ~$4B, or $6.25B including debt (woof).

Despite what the family’s (failed) attempts over the last decade to regain the retailer might suggest, Nordstrom has seen better days. Cheaper online rivals have eaten their lunch. Are you happy now Shein?

+ Honda and Nissan (and Mitsubishi) got their December to Remember on.

The two carmakers announced that they’d combine forces in 2026 to create the world’s 3rd largest carmaker… because, apparently, they’ve learned nothing from Stellantis.

Both sides promise this isn’t a bailout of Nissan, which means it is definitely a bailout of Nissan. The maker of the preferred car of high school drug dealers (the Altima) has watched profits plummet as sales fall in the US. China sales have deteriorated too, as local carmakers gobble up market share.

The companies promise that together they can better navigate the future of car manufacturing, and the massive costs associated with the transformation. Because, you know, synergy…

Christmas Day

+ Bad news, Disney+… Netflix figured out live-streaming.

That’s right, the $380B member of FAANG has figured out technology that was perfected by cam girls in the early 2000s. And no one is safe.

NFLX’s Christmas Day NFL streams went smoothly (well, except for the fact that the game started from the beginning whenever you logged in). The same couldn’t be said for the glitch-ridden, laggy-a** Tyson-Paul fight.

The technical achievement wasn’t Netflix’s only W on Christmas Day. They put up huge streaming numbers. According to Netflix, the games averaged more than 30M viewers globally (to be fair, Nielsen’s #s were slightly lower). Thanks, Beyoncé.

That was enough to blow away previous NFL streaming records. Now just imagine if Taylor Swift was at the Chiefs’ game…

+ Make sure to leave milk and cookies out for Roaring Kitty…

Despite everyone kinda wishing he’d find a new schtick, Keith Gill fired off another cryptic Tweet on Christmas Day.

While markets were closed on Christmas Day, shares of GameStop pumped on December 26th… obviously.

New Year’s Eve Eve (December 30th)

+ Past performance does not indicate future results… unless you invested with Bernard L. Madoff Investment Securities.

More than 16 years after the biggest Ponzi scheme of all time was uncovered, the Madoff Victim Fund made its 10th and final distribution. $131M was disbursed to more than 23k victims.

For those of you keeping score at home, Madoff victims recouped nearly 94% of losses.

+ Over the weekend, there was a tragic airline accident that claimed the lives of 180 passengers and crew in South Korea. A Jeju Air jet skidded off the runway and crashed into a wall.

As you probably already guessed, the tragedy involved a Boeing plane. In Boeing’s defense, early indications point to a bird strike causing the landing gear issues that led to the accident. Of course, that didn’t stop Boeing shares from falling during trading Monday and Tuesday.

New Year’s Day

+ In addition to the terrorist attack in New Orleans early Wednesday morning, law enforcement is investigating a separate, unrelated incident in Vegas. A Tesla Cybertruck filled with fireworks “burst into flames”… outside the Trump International Hotel in Las Vegas. The person in the Cybertruck died.

Elon was quick to label it a terrorist attack, and definitely not an issue with the Cybertruck. Obviously, he also used it as an opportunity to market the truck’s reliability, because Elon gonna Elon…

+ Another holiday, another tweet from Roaring Kitty. And, ok, this time it was kinda a banger…

F*ck yo couch…

+ Do I Get Rich, or Go Bust? These Tools Predicted My Financial Future. Get rich or die tryin…

+ The No. 1 sign you need to pay someone else to do your taxes, says CPA. When you go to jail for tax evasion.

FYI, TWC might be compensated if you click on the links above. So, what are you waiting for? Start clicking.

⏩ Today we’re keeping an eye on…

+ We’ll start getting quarterly (and annual) vehicle delivery reports from the likes of Tesla, Nio, and Xpeng…

Here’s today’s question…

New year, new hypothetical…

🔥 If I don’t get my $3 knockoff Temu Crocs in 6-8 weeks I’m gonna be pissed…

Oh, and one more thing…

Does this look like the face of a guy you should take financial advice from?

No, it’s the face of an individual who is financially irresponsible/dumb enough to be talked into spending money on a family photo shoot that he could have just done with his iPhone. So, act accordingly...

This is not financial advice. Nothing in this newsletter is an investment recommendation. All content is created for entertainment, educational, or informational purposes only. Do your own research, or do yourself a favor and hire a professional.