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Good morning investors! Bitcoin fell 5% yesterday going below $90,000 one more time as we await more earnings this week.
Today we cover:
What to expect this week
Silver to hit $100?
Jobs that are expected to grow
π Economy and News
What to Expect this Week
Hereβs what to keep an eye on this week:
Monday, December 1
Cyber Monday β final day of the $78B Thanksgiving-to-Cyber Monday online sales stretch (Salesforce estimate)
Key data: ISM Manufacturing PMI (Nov), S&P U.S. Manufacturing PMI (final)
Fed Chair Jerome Powell speaks in the evening β last major Powell comments before December FOMC meeting
Earnings: MongoDB (MDB)
Tuesday, December 2
Earnings: CrowdStrike, Marvell Technology, Pure Storage, Okta, and GitLab
Wednesday, December 3
ADP Private Payrolls (November) β key preview ahead of delayed official jobs report
ISM Services PMI (Nov) + S&P Services PMI (final)
Earnings: Salesforce, Snowflake, Dollar Tree, and Royal Bank of Canada
Thursday, December 4
Weekly Initial Jobless Claims
Earnings: Dollar General, Kroger, Hewlett Packard Enterprise, and Ulta Beauty
Friday, December 5
University of Michigan Consumer Sentiment (Dec preliminary)
Consumer Credit (October) β shows how much debt shoppers took on for holidays
Earnings: Victoriaβs Secret (VSCO)
Powellβs Monday night speech is the wildcard for rate-cut odds heading into the mid-December FOMC.
Global hits:
Trump says U.S. to βpermanently pause migration from all Third World Countriesβ after DC shooting.
China's factory activity unexpectedly contracts in November, missing estimates.
Chinaβs factory and service gauges stayed below 50, signaling continued contraction.
India economy grows at faster-than-expected 8.2% in September quarter even as tariffs bite.
Good to know: Despite the S&P 500 trading near record highs, investors are seen as under-positioned in equities after Novemberβs sharp but brief sell-off flushed out retail, systematic, and crypto-related risk.
With corporate buybacks ramping up, broad market participation on the rebound, and strategist targets implying solid gains into 2026, sentiment has shifted toward expecting a year-end rally β though high household allocations and last yearβs false start serve as reminders of potential risks.
Reminder: A Goldman Sachs survey found 36% of investor clients polled believe gold will hit $5,000 by the end of 2026.
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π Stocks
S&P 500 6Β 849,09 (+0.54%)
DJIA 47Β 716,42 (+0.61%)
NASDAQ 23Β 365,69 (+0.65%)
BRENT CRUDE 62.34 (-0.49%)
* Prices as of Nov 30th, 12:20 AM UTC
Silverβs Monster 2025 Rally: Why the βDevilβs Metalβ Could Hit $100
Silver has been the standout performer of 2025, smashing its all-time high at $54.47 in October and currently trading around $56β57 (+71β78% YTD), far outpacing goldβs +54% gain.
This surge is due to a variety of reasons, including a supply deficit. Global mine production has fallen for 10 straight years. In fact, London vaults are at multi-year lows; metal has been flown in by plane to meet delivery demand.
On the other hand, demand is on a constant rise as silver has several uses, including e-vehicles, solar panels, and semiconductors. Moreover, even cultural buying is on the rise with India, worldβs largest silver consumer, seeing record imports and local prices up 85% in 2025
We must also add that gold-silver ratio spiked above 100 (historically signals silver is cheap and ripe to outperform). Thus, it doesnβt come as a surprise that analysts now see $100 silver as realistic by end-2026 (nearly double from current levels).
Be careful though as short-term pullbacks are possible after the explosive run, but long-term supply-demand imbalance remains strongly bullish.
All in all, unlike past silver spikes driven by speculation (1980 Hunt brothers, 2011 debt crisis), 2025β2026 rally is backed by real industrial megatrends that show no signs of slowing.
Interesting: HP to cut about 6,000 jobs by 2028, ramps up AI efforts. Also, Trumpβs gas price discount has disappeared.
π΅ Personal Finance
Top 10 Fastest-Growing Jobs in the U.S. (2024β2034)
The U.S. is expected to add 5.2 million jobs over the next decade, with healthcare and tech leading growth due to an aging population and rising AI adoption.
Rank | Job | Growth Rate | Jobs Added by 2034 | 2024 Median Salary |
|---|---|---|---|---|
1 | Wind turbine service technicians | 50% | 6,800 | $62,580 |
2 | Solar photovoltaic installers | 42% | 12,000 | $51,860 |
3 | Nurse practitioners | 40% | 128,400 | $129,210 |
4 | Data scientists | 34% | 82,500 | $112,590 |
5 | Information security analysts | 29% | 52,100 | $124,910 |
6 | Medical & health services managers | 23% | 142,900 | $117,960 |
7 | Physical therapist assistants | 22% | 24,500 | $65,510 |
8 | Actuaries | 22% | 7,300 | $125,770 |
9 | Operations research analysts | 21% | 24,100 | $91,290 |
10 | Physician assistants | 20% | 33,200 | $133,260 |
Key takeaways:
Many of the top roles pay six figures and donβt always require a bachelorβs degree (e.g., nurse practitioners and physician assistants need masterβs-level training).
Even the #1 and #2 fastest-growing jobs will create relatively few total positions because they start from a small base.
Healthcare adds the most total jobs; tech/AI-related roles grow fastest percentage-wise.
π° Be a Better Investor
βIt is thrifty to prepare today for the wants of tomorrow.β
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