Dec 24, 2025

Email Summary 1:

Subject: Need to Know: Here’s why gold looks unstoppable for 2026, says this bullish forecaster.

Summary: Yardeni Research predicts gold prices will continue to rise dramatically through 2026, expecting gold to reach $6,000 by the end of 2026 and $10,000 by 2029. The forecast is based on factors such as concerns around the federal deficit, geopolitical tensions, and central bank monetary policies that may lead to inflation and money printing. Despite rising stock markets, gold is projected to maintain a long-term upward trend. The recent surge in precious metals prices includes gold climbing 9% in December and silver up 36%. Investors are advised to watch for higher bond yields and a stock market pullback triggered by budget deficits in early 2026.

Email Summary 2:

Subject: 🔮 Axios Pro Rata: 2026 predictions

Summary: Axios presents diverse 2026 predictions across multiple sectors including artificial intelligence, life sciences, dealmaking, global trends, crypto, alternative markets, and more. Key AI trends include a shift from scale to efficiency, new hardware-software moats, increased enterprise AI adoption, and the rise of micro-entrepreneurship enabled by AI. Life sciences will focus on deploying AI in drug discovery and Food and Drug Administration regulation of Digital Therapeutics. Dealmaking is expected to see a resurgence in private equity and secondary markets. The global outlook anticipates new free trade coalitions and a deep-tech renaissance in Japan. Cryptocurrency may reach new highs with Bitcoin predicted to hit $200,000 and institutional interest growing. Other notable insights include fintech consolidation, shifts in VC returns, and major corporate acquisitions like Alphabet’s $4.75B purchase of Intersect focused on data center energy infrastructure.

Email Summary 3:

Subject: CFO confidence at highest level in 4 years

Summary: CFO confidence has surged to its highest level in four years with a score of 6.6, signaling increased risk appetite among finance chiefs who now favor taking greater risks (59% vs. 36% last quarter). However, this optimism is tempered by more conservative revenue and earnings forecasts. The trend suggests CFOs plan to leverage cheaper debt financing for growth, rather than equity financing, which many view as overvalued. Cost management and productivity remain top concerns. The newsletter highlights the importance of managing operating leverage — ensuring profit grows proportionally with gross profit — and the need to align hiring and resource allocation with revenue targets to avoid “ramp gaps.” Long-term planning must prepare organizations for growth while managing risk, including considerations about how AI may impact organizational structure in the coming years.

Stay Well!