And welcome back to Street Tweets from The Street Sheet!

Nashville has a new session player. It works for exactly $96 a year.

Songwriters are flooding AI music tool Suno with voice memos and getting fully produced demos back in 30 seconds, cutting out studio budgets, session musicians, and half the city’s traditional ecosystem.

That efficiency might be great for publishers, like Sony Music Publishing $SONY ( ▼ 0.92% ), Universal Music Publishing Group $UMGNF ( ▲ 1.48% ), and Warner Chappell Music $WMG ( ▲ 2.56% ).

However, it’s a direct threat to the town’s demo studios, track guys, and session pros. And, if you’re one of Nashville’s many God-loving country stars, maybe also to its soul.

— Brooks & Cas

The Fed has all but confirmed another rate cut next week. Weak labor data from ADP and Challenger showed tens of thousands of job losses in November, while the PCE index cooled to 2.8%. Even a solid Black Friday couldn’t change the narrative. The S&P 500 gained 0.3% as traders priced in a near-certain December cut.

This week, the spotlight turns to the main event: the Fed’s final meeting of 2025. Wednesday’s 25 bps cut is seen as a lock. Translation: markets might not rally when it happens.

Want to learn more? Click through to read the full Market Summary.

Most retail investors start their days wrong.

Here’s the wrong way: jumping between half a dozen financial publications scrounging for tips; refreshing your investing app instead of seeking new actionable info; scrolling Facebook, Reddit, or X and telling yourself it counts as “research”.

Here’s the right way: sitting down with a cup of coffee and a single report, compiled by a trusted financial partner, with the most valuable information for your portfolio distilled into its most digestible form.

Institutional investors start their days right. With resources and access at your fingertips, it’s easy to.

Which is why we’ve made it easy for you.

Every Saturday, Street Sheet Research subscribers receive an institutional-quality PDF outlining all the important happenings on Wall Street over the past week, plus dozens of potential ways to play them.

“Self-directed” should be a superpower, not an excuse. You already have the flexibility and intuition to outpace the institutions.

You just need to start your day right.

Hassett says odds favor a cut at the next Fed gathering. Investors didn’t need the extra encouragement to daydream about cheaper money. Let’s see if the Fed lets them down gently… or not at all.

ADP says small businesses cut 120,000 jobs in November. That is the sharpest drop since 2020. Holiday hiring when?

Since mid-October, high beta growth stocks, tracked by the ARK Innovation ETF $ARKK ( ▼ 0.9% ), have traded 20-50% off their highs.

According to Zor Capital’s Joseph Fahmy, a few green shoots appeared this week. However, it’s worth remembering that bottoms only exist in hindsight… despite what the Twitter analysts would have you believe.

Last Monday, in Street Sheet Research’s monthly equity research report, we covered a midcap energy stock potentially poised to lift off… 

Not from one timely tailwind, but nearly half a dozen:

Each one of these trends demands headlines today. And that means this sort of opportunity might not remain overlooked for much longer. Get immediate access to the PDF when you subscribe to Street Sheet Research today.

New Cracker Barrel $CBRL ( ▼ 1.94% ) crash for Comcast $CMCSA ( ▲ 0.4% ) incoming?

A view like this exists, yet half of us spent the day asking if everyone can see our screen. Maybe that’s why burnout is at an all-time high.