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Following 5 months of gains, April will likely end with a first negative monthly return in 2024. This provides worry for a weak May also.

We discuss the basic components of a simple letter of wishes including investment instructions, beneficiary designations, appointment of a ‘consultant’, and other discreet details left only for the eyes of the Trustees. Secrecy and confidentiality are important aspects of the letter of wishes that are not replicated in other documents. Legal expertise is advised when …

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Usually Octobers turn back on the bullish signals for the market. In pre-election years Octobers can be very weak, however.
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Unit-Linked Insuranace Policies (ULIPs) are a tax efficient method for Portgual residents to invest, save and pass on wealth.
October is known as the 'bear killer' month. In US mid-term election years it can provide especially strong returns. With the economy faltering and inflation still too hot, investors are skeptical. We wait for confirmed bullish signals as markets set up for a bounce.
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The US presidential election cycle last four years and shows definitive patterns historical that point to weakness in the first half of the second year. This leads to a run up in Q4 following thru to Q1 of year 3. This is known as the 'sweet spot' for investors.
The summer rally has impressed as the major averages pushed back to their respective 200-day moving averages, a key technical level where they stalled last week. Now they are testing new short-term support around the June highs and the 50-day moving averages. Investors are clearly not out of the woods yet.
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US markets besieged by unexpected inflation data. Chinese stocks get a boost from stimulus. Gold looks bullish.
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Either the US is already half way into a recession or maybe half way through one. Markets perform well in most case before and after recessions. Weakness is greatest during recessions.
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Bullish Indicators for US markets. News highlights deglobalization, but trends do not show the threat.
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