CNBC's "Fast Money" 2025 Trading In The Books… And UnitedHealth’s Next Move In The New Year 12/31/25
Dec 31, 2025
Carter Braxton Worth, a renowned technical market analyst, dives into UnitedHealth's potential recovery signs after a challenging year. Professional trader Dan Nathan warns of looming volatility in the bond market and shares insights on early 2026 risks. Guy Adami reflects on the implications of Warren Buffett's departure from Berkshire Hathaway, while Karen Feinerman reveals her retail stock positions and market perspectives. The traders also share their favorite stock picks for 2026, focusing on sectors they deem promising for the new year.
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Watch The Bond Market For Next Volatility
- Dan Nathan and panel argue another volatility event is likely in 2026, possibly early in the year.
- Rising bond yields (10-year toward ~4.5%) and the bond market deserve more attention as a trigger.
AI Gains Need Visible ROI To Continue
- Multiple expansion drove much of 2025's gains, so sustained AI upside needs demonstrable returns on investments.
- Opportunity may shift to firms buying or applying AI (the second-derivative beneficiaries).
Duration, Not Just Depth, Defines Bears
- Markets can fall sharply but recover quickly; duration defines a bear market more than the depth of a drop.
- 2025's tariff-driven sell-off was brief and self-corrected, unlike multi-month bear markets.