December holiday season in full swing with consumer sentiment at highest levels in 18 months. ASX reaches peak levels ahead of RBA January cut expectations. Global tech sector recovered from October weakness with AI narrative re-emerging.

TGH climbed on salmon export demand and pricing strength. Aquaculture sector benefits from premium positioning and supply tightness. At $3.95, the food producer offers exposure to quality protein trends.

SUM rallied on aged care demand strength and successful facility expansions. Demographic tailwinds support volume and pricing power. At $7.20, the aged care play offers growth with recession-resistant characteristics.

VCX bounced on holiday retail traffic strength and tenant sales acceleration. Specialty retail recovery gains momentum with experiential shopping driving foot traffic. At $2.10, the shopping centre play offers turning-point opportunity.

Holiday listings reach annual minimums with buyers focused on new year search timing. Year-end investor property decisions accelerate with tax-time purchase planning.

This is a free edition of The Wealth Signal. Upgrade to Signal+ or Signal Pro for full analysis, entry prices, and Greg's model portfolio.