The 1-Minute Market Report, December 14, 2025
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Erik Conley12.75K FollowersFollow5ShareSavePlay(6min)CommentsSummaryThe S&P 500 hit a new high but closed the week down 0.6%, with momentum fading and investor conviction waning.Last week saw a pronounced rotation out of Tech and AI leaders, particularly the Mag 7, and into small caps, value, and dividend stocks.Non-U.S. equities outperformed, while commodities—especially energy—declined; silver continued its strong run, gaining 5.9%.Market flows favored materials, financials, and foreign equities, while growth, momentum, and domestic tech stocks faced selling pressure. SlavkoSereda/iStock via Getty Images The S&P 500 gave up 0.6% last week but the bulls managed to make a new high on Thursday before falling back fairly hard on Friday. The market looks tired. The incremental daily gains are small, and that speaksThis article was written byErik Conley12.75K FollowersFollowFor 28 years, I was a professional trader, analyst & portfolio manager. I ran the equity trading desk at Northern Trust Co. in Chicago. Now I am a private investor, the founder of a nonprofit investor advocacy firm, and a private investing coach. My average annual return is 17.2%. The time period is from January 2009, when I first began publishing my stock picks, to the end of 2024. I publish my picks in newsletter format and send them directly to subscribers on a weekly basis. For my complete market outlook and model portfolio updates, visit zeninvestor.org.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AVGO, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You