Major indices dipped as 2026 opened with holiday fatigue, with the S&P 500 falling roughly 1.1%. Fed minutes showed dissent over sticky inflation, while the "Santa Claus" rally fizzled due to tech profit-taking. Strong housing data and a rotation into value tech hardware like Micron provided some optimism amidst the pullback.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.