Dec 20 2025 • VOL. 42

AI: The engine for your savings. 🚀

Good news: AI-powered tech companies are still booming! But beware: the Bank of Japan is shaking up the markets. We explain everything.

💡 The Essentials in 3 Key Points

Micron (AI) is booming!

The company making AI chips is selling everything it produces. This is a sign that AI is a solid investment for your portfolio!

Nike: China no longer following

Nike's stock dropped 10% because Chinese consumers are not buying as much. Be cautious with luxury or auto brands.

Japan: Free money is over

The Bank of Japan raised its rates. In short: the era of easy money is ending, which could make markets a bit nervous in January.

🌍 Japan, Simply Explained

Imagine you can borrow money at 0% in one country and invest it at 5% elsewhere. Many banks did this with Japan.

What does it mean for you?

When Japan raises its rates, this trick becomes less profitable. Banks bring their money back. This can cause market volatility. Our Advice: Keep 25% of your savings in cash for opportunities in January.

🛍️ Your Stocks: Where to put your money?

KEEP Tech & AI (ETFs)

AI-related companies are the engine of the moment. If you have Tech ETFs (baskets of stocks), that's a good sign.

CAUTION Luxury & Auto (China)

Sales in China are weak. If a company relies heavily on China, it might suffer. Stay vigilant.

Target: $60

💎 Crypto: The Key Date for Bitcoin

Do nothing with Bitcoin before December 26th. Why?

Dec 26: Special Day!

A very large amount of Bitcoin contracts ('options') expire that day. This can make the Bitcoin price very unstable.

Our Advice: Wait until December 27th to see if a clear trend emerges before investing.