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Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.
HOT OFF THE PRESS🔥
💰Markets Advance Carefully
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Markets moved higher this week as strong economic growth and resilient consumer spending continued to support risk assets, but the advance came with restraint rather than enthusiasm. With inflation cooling but not yet fully resolved and rate cut expectations shifting toward 2026, investors are increasingly forced to balance optimism with discipline. This is the type of environment where selectivity matters more than hurry.
This is a market that rewards preparation, not prediction.
Market Mood: Constructive but Selective ⚖️
Conviction Level: ●●●●○ (4/5)
Growth remains supportive, but crowded positioning limits margin for error.
Now let’s dive in ↓
Progress rarely moves in a straight line.
BIG IDEA 1💡
Strong Growth, Patient Fed, Selective Markets
Market Recap
Record Close – The S&P 500 finished at a new all-time high as big tech strength outweighed broader macro caution.
Leadership Concentration – Gains remained clustered in AI-linked mega caps while rate-sensitive and cyclical sectors lagged.
Data Ahead – Attention shifted toward CPI as the next major test for inflation confidence.
Economic Signals
GDP Surprise – Third-quarter GDP rose at a 4.3 percent annualized pace, comfortably above expectations.
Consumer Strength – Personal consumption grew 3.5 percent, contributing more than half of total economic growth.
Inflation Undercurrent – Core PCE edged higher to 2.9 percent, signaling lingering price pressure despite cooling CPI.
Fed and Policy Context
No Rush to Cut – Analysts say the data does not materially change the Federal Reserve’s near-term outlook.
Labor Still Key – Policymakers continue to prioritize labor market data over backward-looking growth figures.
Soft Landing Bias – The data supports slowing momentum rather than recession, stabilizing markets but capping enthusiasm.
BIG IDEA 2💡
AI Strength Meets Caution in Crypto and EVs
Bitcoin and Macro Positioning
Momentum Pauses – Bitcoin slipped back toward the high $80,000s as traders reduced risk ahead of CPI.
Rates Still Matter – The jobs report did little to change Fed expectations, keeping crypto tied to inflation data.
Long-Term Setup – Bitwise argues ETF inflows and lower volatility could support higher highs into 2026.
Tech and AI Themes
AI Demand Holds – Nvidia led tech higher as AI infrastructure spending remains a multi-year investment theme.
Selective Dip Buying – Investors rotated into quality tech names after recent consolidation.
Cycle Still Young – Bank of America expects 2026 to be a key year in the global AI infrastructure buildout.
Tesla Delivery Watch
Post-Subsidy Hangover – Analysts expect fourth-quarter deliveries from Tesla to come in below consensus following expired U.S. EV credits.
Regional Divergence – U.S. demand softened while Europe and China showed more stable sequential trends.
Narrative Shift – Investor focus is increasingly on autonomy and robotics rather than near-term delivery volumes.
Need our expert tips? Grab our Money Mastery guides today.
MEME CORNER😁
Our Favorite Meme of the Day
Infinite AI money glitch you say?
ACTION PLAN✅
Let’s Make Money Today!
Quick Money – This is a market that rewards patience, optionality, and selective adds rather than constant rotation.
Hold Strength – Let core winners work as long as earnings momentum stays intact, instead of trying to time short-term noise.
Build Dry Powder – Keep incremental cash available so CPI-driven pullbacks become opportunities rather than stress events.
Watch the Spread – Track the gap between mega-cap tech and the rest of the market for signs leadership is either broadening or breaking.
Crypto Timing – Stay spot-only in Bitcoin and wait for clarity within inflation numbers before increasing exposure.
Bonus Resource: We keep a short list of the smartest newsletters we read every week — each one offers unique strategies and insights we can vouch for.
Click here to see the list.
Optional Deep Dive
For those looking for a longer-term framework to navigate pullbacks, rate cycles, and uncertainty, The Money Path breaks down the process step by step.
FINANCIAL LITERACY CORNER📚
Learn About Money (Literally)
INFLATION REPORT💸
Today’s Inflation Rate: 2.24% (Down Surprisingly)
Inflation: 2.25% as of December 23, 2025
You are now closer to money mastery!🎉
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P.S. I use Robinhood to invest. If you’re new, they’ll give you a free stock just for joining.
Someone just spent $236,000,000 on a painting. Here’s why it matters for your wallet.
The WSJ just reported the highest price ever paid for modern art at auction.
While equities, gold, bitcoin hover near highs, the art market is showing signs of early recovery after one of the longest downturns since the 1990s.
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*Per Masterworks data. Investing involves risk. Past performance not indicative of future returns. Important Reg A disclosures: masterworks.com/cd
This Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.