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Category: Analytics

Last week, BoA published two articles that seemingly opposing forecasts for global equity markets. After closer look, BoA puts forth a strong case for sector rotation, as the global economy performs a soft-landing.
The Santa Claus Rally is a phenomenon in the stock markets that consists of a rise in stock prices from the last week of December to the first two days of January. The S&P 500 has averaged gains of 1.10% in retrospect during this rally. Will there be a Santa Claus Rally this year?
When looking at the seasonal patterns for election years, like 2024, mostly bullish patterns appear for the US markets. The most bullish scenario is when there is a sitting president running for reelection. In those years, NASDAQ has averaged a full-year gain of 19.14%. This is much stronger than the 12.73% average gain in all …

Election Years: Importance of Incumbant Read More »

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A list of stocks likely to bounce after tax loss harvesting.
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We examine differences in AI-related funds and highlight some names you might not consider to be AI-related. Even though artificial intelligence (AI) continues to make headlines, not all AI-related investments have seen the same price action over the last few months. The fresh headlines from the weekend discussed Sam Altman being ousted as the CEO …

Not All AI is Equal Read More »

December is better than November in Pre-election years for the most part. Weakness in the beginning will lead to a good run in the end of the month.
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November marks the beginning of the bullish season for stocks, especially small caps. As the market moves to bullishness we have witnessed a huge rally.
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September is historically one of the weakest months for equities, and so far, the month is living up to its reputation. Through 9/15, the S&P 500 (SPX) is down about 1.3%, but for the month that holds the “weakest month of the year” title that seems a bit tame. Studies show that it has historically …

September’s Dark Side Read More »

September gets no respite from positive pre-election year forces. Positive year returns going into what becomes a bad August leads to a better chance of September being a decent month, however.
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With realized market volatility remaining muted in recent weeks and expected volatility (i.e., the VIX) sitting at multi-year lows, today we examined the relationship in the perspective of forward returns.
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