Weekly Stock Analysis 11-24-24

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BofA says +80% of young, wealthy investors want this asset—now it can be yours.

A 2024 Bank of America survey revealed something incredible: 83% of HNW respondents 43 and younger say they currently own art, or would like to.

Why? After weathering multiple recessions, newer generations say they want to diversify beyond just stocks and bonds. Luckily, Masterworks’ art investing platform is already catering to 60,000+ investors of every generation, making it easy to diversify with an asset that’s overall outpaced the S&P 500 in price appreciation (1995-2023), even despite a recent dip.

To date, each of Masterworks’ 23 sales has individually returned a profit to investors, and with 3 illustrative sales, Masterworks investors have realized net annualized returns of +17.6%, +17.8%, and +21.5%

Shares can sell quickly, but our readers can SKIP THE WAITLIST BY CLICKING HERE.

Past performance not indicative of future returns. Investing Involves Risk. See Important Disclosures at masterworks.com/cd.

Best Performing Industries Overview

Notice these top industries are not always the trendy topics that are mentioned across the group of ‘gurus’ on social media.

Top gainers from last week

Top losers from last week

Factors Likely to Influence Stocks in 2025

As we approach 2025, several key themes stand out as market drivers, from U.S. economic policies to the rise of transformative technologies. Here’s a concise look at what to expect:

1. U.S. Tariffs and Tax Cuts

The Trump administration may implement tariffs and cut the corporate tax rate from 21% to 15%. While tax cuts could boost corporate earnings, higher tariffs may increase production costs for industries like automotive, tech, and retail, potentially raising consumer prices.

2. Deregulation

Proposed deregulation could benefit sectors like finance, crypto, energy, and utilities. Reduced red tape may encourage growth in metals, mining, and tech industries, providing companies with greater pricing flexibility.

3. Fed Monetary Policy

The Federal Reserve is expected to lower interest rates by up to 75 basis points. This could drive growth in consumer-focused sectors like retail, automotive, and apparel, as cheaper borrowing spurs spending.

4. Blockchain and Cryptocurrencies

Blockchain’s integration into finance, logistics, and real estate is gaining momentum. Increased adoption could boost chipmakers, crypto exchanges, and mining companies. Innovations like national crypto strategies may further legitimize the sector.

5. Automation and AI

With big tech investing $200 billion in AI, advancements in automation and machine learning will reshape industries. Early AI adopters, cloud providers, and high-computing hardware companies stand to gain the most.

7 stocks to add to your 2025 watchlist.

1. Microsoft (MSFT): Strong in cloud and AI, with a $503.43 price target (+22%).

2. MetLife (MET): Poised for growth from tax cuts and small business demand.

3. Mastercard (MA): Positioned to gain from increased consumer spending and blockchain solutions.

4. Chevron (CVX): Set to benefit from deregulation and expanded drilling opportunities.

5. Advanced Micro Devices (AMD): A growing competitor in AI and blockchain hardware.

6. Coinbase (COIN): Likely to thrive with crypto-friendly policies and Bitcoin momentum.

7. General Motors (GM): Favored by falling rates and potential tariffs on imports.

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Stocks I will provide details on in our Discord.

• $SMCI

• $SQ

• $C

• $SPY