US markets were top performers in 2021. Fed tapering became the year’s theme as inflation began showing up in the Spring. Bonds sold off, and yields rose. Chinese companies suffered as a crackdown on foreign listed stocks erupted in Q3. The US maintains its top ranking of all equity markets going into 2022.
November leads into the best months of the year. Trading around Thanksgiving is a bit tricky.
End of summer, back to school, and end of Q3 have created problems for markets in the past. Will history repeat this year?
August is usually a weak month for investors. Post-election year Augusts are no different.
The NASDAQ’s “Best Eight Months” and Mid-Year Rally have come to an end.
Closer look at Emerging Markets after last years stellar returns. Barrons Big Money looks bullish from the outside only. SaaS is overvalued still.. Seasonality shifts towards small caps. Financial Vulnerability is a hot topic after COVID.
May is a tricky month. May in post election years are generally positive, and are one of the best months of the year.
April is the best month for Dow stocks. Its still good in post-election years.
Friday Investment Talk: Chinese Consumers, E-Commerce, Space Exploration, Seasonality, Small Caps and Bitcoin Bubbles, and OZON
Fidelity is bullish on China. Goldman Sachs likes OZON. ARK’s Cathie Wood likes space exploration. But, seasonality does not bode well for markets in late January/February.
January returns weaken after options expiration Friday. Earnings season picks up next week, as a new US administration takes office. Expectations for a further rebound in stocks may already be baked in to consensus expectations.