And welcome back to Street Tweets from The Street Sheet!

File this under things that sounded insane five years ago.

Some of the most powerful executives on the planet are openly questioning why we still work five days a week.

Microsoft $MSFT ( ▼ 2.21% ) co-founder Bill Gates wonders if two days is enough. JPMorgan Chase’s $JPM ( ▲ 1.01% ) Jamie Dimon sees three and a half. Zoom’s $ZM ( ▼ 3.44% ) Eric Yuan asks why five was ever the number in the first place.

AI anxiety dominated 2025. Will the 2026 conversation flip from job loss to time gain?

Whatever the case, if productivity really does explode the way these CEOs expect, Fridays might soon be the least productive day of the week for a very different reason.

— Brooks & Cas

The Santa Claus rally stumbled out of the gate. Despite blockbuster GDP growth of 4.3% and a sharp rebound in corporate profits, stocks drifted lower in the thin holiday stretch. Strong growth usually lifts markets. This time, it mostly reinforced the sense that the economy is fine, but direction is lacking.

That could change fast next week. Friday’s December jobs report is the main event, with unemployment already at its highest level since 2021. A further uptick would strengthen the Fed’s focus on protecting jobs. A surprise improvement could do the opposite.

Either way, after two sleepy weeks, markets may be about to wake up.

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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.

Q2 of the 21st century just began. Suddenly, every long-term forecast feels very short-term. Perspective matters on the Street, and historically, the longest views typically pay the most.

$3 million dollars changed hands on a question that no central bank models. Welcome to the future.

The data don’t care how good you think you are at driving.

Last week, in Street Sheet Research’s monthly equity research report, we covered why the checkout has become a pressure point in a high-rate economy, how consumers finance purchases is evolving quickly, and why one platform built for this moment could gain an edge as conditions normalize.

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Tesla’s $TSLA ( ▼ 2.59% ) Q4 deliveries fell year over year for the first time on record. Thought growth machines were only supposed to accelerate… let alone drive in reverse.

2026: the year of philosophically-fulfilling failure.