And welcome back to Street Tweets from The Street Sheet!

Is the entire AI boom based on a logical fallacy?

One writer for The Verge thinks so. He argues the distinction between “language” and “intelligence” is crucial… and being completely ignored.

In short, a large language model is not the same as one with a big brain. Consequently, promises of a looming AGI breakthrough may be misplaced.

On the bright side, this means that Skynet might be a few years further down the pipeline, too…

— Brooks & Cas

Stocks ripped all week as rate-cut odds climbed. Soft labor data and cooler producer inflation strengthened the case for a December cut. And, after ADP showed the private sector lost more than 50,000 jobs in the four weeks ended Nov. 8, futures now price an 87% chance.

A labor-heavy week could reverse that shift or further cement it. ADP, jobless claims, ISM, and spending data will add data points ahead of the Fed’s last rate cut decision of 2025, on Dec. 9. With core PCE delayed, jobs will carry the day.

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

And, for a few more days, an unbeatable entry point.

Our Black Friday sale on Street Sheet Research is still live.

But not for much longer.

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Don’t you wish you’d bought GME in December 2020?

But you can’t take the sales out of the salesperson.

A late-year cut would be the ultimate gift for risk assets.

The former president says tariffs could replace most income taxes.

Realistic or rhetorical?

Consider this your wake-up call.

It’s time to stop sleeping on Street Sheet Research.

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Or in Street Sheet Research. We covered silver’s sky-high potential in October.

All my fellow Christmas Vacation heads know how this one ends.