Did the Santa Rally Start Early?

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 1 December 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes. - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list. You can catch Adobe’s holiday shopping tracking here. (34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties. Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Vivek Pandya Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	November was one heck of a month for the market but we may not be out of the
0:08.3	woods yet. Motley Full Money starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free, but you can give them to the
0:35.0	brothers and be the people.
0:37.0	From Pool Global Headquarters, this is Motley Full Money.
0:40.0	It's the Motley Full Money radio show.
0:42.0	I'm Dylan Lewis. Joining me in the studio, Motley Full Money Radio Show. I'm Dylan Lewis.
0:42.6	Joining me in the studio, Motley for Senior analyst Jason Moser and Matt Argersinger.
0:46.6	Gentlemen, great to have you both here.
0:48.1	Deli! We've got a tribute to one of the greatest investors of all time,
0:51.8	an early look at the holiday
0:53.2	shopping trends and of course stocks on our radar but we're going to kick off
0:57.0	today reflecting on November. Matt it's a month of thanks and I think a lot of
1:01.3	investors very thankful for the month that was.
1:04.4	Very thankful Dylan what a month it was indeed.
1:07.3	You know the S&P 500 up more than 9%.
1:10.6	NASDAQ 100 which has already been on a super tear this year is up another 11% in November.
1:16.0	Russell 2000 by the way, small caps which have really not participated, finally had a good month,
1:20.8	up 9% and one of my favorite parts of the market real estate investment trusts
1:24.8	which have had a horrible year up 12% in November.
	...

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