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☕️ Oracle, gold, bitcoin, Palantir, Tesla, Nvidia, Microsoft—and how to position without flinching

Dec 22, 2025

Howdy! 👋

It’s always great to be back after a wonderful trip home to Japan to visit family and friends.

And even greater to see that the markets are pushing higher as I type in the early going, which I suspected might be the case when I recorded last night’s Sunday Short.

Whether we finish that way or not, I have no idea… but I’ll take it because it means smart investors are on the prowl. And buying.

Speaking of which…

Not one to spin my wheels and, fortunately, not one to suffer from jet lag either, I jumped right into things this morning on Varney & Co for an extended chat with the fabulous Ashley Webster and thought you’d enjoy it as much as I did.

We covered a lot of ground including the possibility of a Santa Rally, how volatility plays into that expectation, Oracle, Tesla, Palantir, gold, bitcoin, Microsoft, Nvidia and more. (Watch)

Enjoy!

Btw, if you’re struggling with all the volatility, headlines and clickbait lately, you are most definitely not alone. You may find One Bar Ahead® helpful. People tell me that being an “OBAer” has changed their life and given 'em the calm confidence needed to invest consistently - many for the first time. You can learn more here if that's of interest.

And if you've got that covered and know how to navigate today’s markets, fabulous!!!! 💯

Bottom Line

Investing in optimism beats cowering in pessimism!

Let’s MAKE it a wonderful albeit holiday shortened week – you got this!

Keith 😀

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