CNBC Markets Senior Editor / CNBC Prohttps://bsky.app/profile/johnmelloy.cnbc.comhttps://bsky.app/profile/johnmelloy.cnbc.com/post/3letr3myzr22xThings going on in market today: -Futures looking up a bit. Most S&P 500 stocks in the green premarket. -Yields lower, helping sentiment -U.S. Steel down as Biden blocks Nippon deal -Booze stocks BUD TAP DEO down on surgeon general cancer alcohol link advisory03 Jan 2025 14:04 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3letr3myzr22xhttps://bsky.app/profile/johnmelloy.cnbc.com/post/3lereyh5th2272025 begins with unchecked animal spirits Fartcoin up 45% Unity Software up 14% on cryptic Roaring Kitty post MicroStrategy, other crypto plays higher Broadcom up - no news analyst upgrades ripping stocks speculators taking advantage of light volume week or sign of top? https://www.cnbc.com/2025/01/02/market-speculation-picks-up-to-start-2025-as-crypto-stocks-jump.html02 Jan 2025 15:23 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3lereyh5th227https://bsky.app/profile/johnmelloy.cnbc.com/post/3lda4rz2hd22oI wonder if one day we will look back at this as the top. Entity that uses borrowed money to buy bitcoin into the QQQ https://www.cnbc.com/2024/12/13/bitcoin-proxy-microstrategy-to-join-the-nasdaq-100-and-heavily-traded-qqq-etf.html14 Dec 2024 01:15 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3lda4rz2hd22ohttps://bsky.app/profile/johnmelloy.cnbc.com/post/3ld73hkxh7c22Wall Street soothsayers were too bearish going into this year, so for 2025 they are very optimistic. Collectively they are predicting a 9% gain in the S&P 500 next year. But with valuations near 1999 levels (price/book - P/E) is this optimism from Wall Street priced in? https://www.cnbc.com/2024/12/13/heres-the-2025-forecast-for-the-sp-500-from-wall-streets-top-strategists.html13 Dec 2024 15:19 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3ld73hkxh7c22https://bsky.app/profile/johnmelloy.cnbc.com/post/3lbbfgstcrs2xGoldman's 2025 stock market outlook is out. The firm sees an 11% gain for stocks, fueled entirely by strong earnings growth (no multiple expansion). Interestingly, the firm sees Trump's potential tax cut cancelled out by likely tariffs, leaving no net benefit to EPS. https://www.cnbc.com/2024/11/18/goldmans-2025-equity-forecast-is-out-and-calls-for-sp-500-to-gain-11percent-from-here.html19 Nov 2024 02:32 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3lbbfgstcrs2xhttps://bsky.app/profile/johnmelloy.cnbc.com/post/3lb3kcjvg622sGood chart in @michaelsantoli.bsky.social ‘s article today. “Bank of America’s wealth-management clients have 63% in stocks, near the upper end of a 20-year range.” https://www.cnbc.com/2024/11/16/postelection-stock-market-thrust-unable-to-be-sustained-as-rate-and-valuation-worries-creep-back-in.html16 Nov 2024 18:43 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3lb3kcjvg622shttps://bsky.app/profile/johnmelloy.cnbc.com/post/3laz75ijwjk24What we learned in the stock market this week: -Most Trump trades faded as investors await chances tax cut and tariff plans will be implemented. -Bank stocks kept going higher since even if Trump’s other plans get tripped up, deregulation is sure thing -Fed rate cut next month no certainty https://media.tenor.com/1Eppbwqcui8AAAAC/wall-street.gif?hh=280&ww=49815 Nov 2024 20:18 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3laz75ijwjk24https://bsky.app/profile/johnmelloy.cnbc.com/post/3lawsccifh42wWarren Buffett adds another great American brand to portfolio https://www.cnbc.com/2024/11/14/warren-buffetts-berkshire-hathaway-takes-a-stake-in-dominos-pizza.html (Although this is probably his lieutenants Ted Weschler and Todd Combs...and not Buffett himself. Small position.14 Nov 2024 21:23 +0000at://did:plc:md44axmd4futskk4isoic5t4/app.bsky.feed.post/3lawsccifh42w