HAPPY SATURDAY TO THE STREET
And welcome back to Street Tweets from The Street Sheet!
The housing market just got a pulse.
After President Trump said he is pushing Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds, the 30-year rate slid below 6% for the first time since early 2023.
Just as notably, homebuilder stocks cheered, with the likes of DR Horton $DHI ( ▲ 7.8% ) and Lennar $LEN ( ▲ 8.85% ) surging to end the week.
Will it unlock the housing market? Maybe not. But psychologically, at the very least, this feels like the first real break for buyers in a long time.
— Brooks & Cas
MARKET REVIEW & PREVIEW
The jobs report closed the book on a sluggish labor year. December added just 50,000 jobs, making 2025 the weakest year for job creation since 2020. Worse for market sentiment, the unemployment rate remained elevated and dipped to 4.4%, leading to a collapse in rate-cut odds as well. And yet… stocks rallied anyway! It is a new year, after all, and all three major indexes posted solid gains to start 2026.
This week shifts the focus from jobs to prices. Tuesday’s CPI report is the marquee event, with traders watching to see if November’s cool inflation print was real or a fluke. With PPI and jobless claims also on deck, inflation will reclaim center stage.
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Start 2026 the right way.
Hint: jumping between half a dozen financial publications, refreshing your investing app, or scrolling social media and telling yourself it counts as “research” is wrong.
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Has Wall Street officially jumped the shark?
The “Inverse Cramer” strategy (trading the opposite of what CNBC personality Jim Cramer recommends) topped Nancy Pelosi’s infamously shrewd portfolio last year.
Somewhere, efficient market theory quietly closed its laptop.
The labor market is playing favorites.
White-collar and goods-producing jobs are fading. Services are sharply expanding.
Sounds like the robots might have come for some jobs already…
So far, so good?
The S&P is up more than 1% after five days. History says that setup tends to age well. Early momentum does not guarantee anything, but it does make bulls feel seen.
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We took our own advice and kicked off the new year strong.
Our latest monthly equity research report, released on January 1, covered a major shift in American consumer habits… plus, one company potentially poised to capitalize on it all year long.
Get immediate access to the most recent PDF (and an inbox full of them for all of 2026) when you subscribe to Street Sheet Research today.
So maybe diversification doesn’t always work…
Equities up. Commodities up. Memecoins down dramatically.
Sometimes the lesson costs more than tuition.
The prediction market problem in a nutshell.
Timing the market is almost always a fool’s errand. But when the timing is in a single person’s hands? It’s a whole other level of foolish.