Worst Six Months
‘Sell in May’ critics are running wild this year. Meanwhile, bearish trends are usually strong in the next six months. Historically, these months warrant caution.
May Seasonality
May is a tricky month. May in post election years are generally positive, and are one of the best months of the year.
Friday Investment Talk: Billionaires, US Fed, and Seasonal Weakness
We count new Billionaires, while Biden sees room to tax. Jim Grant says the Fed is likely to get blind-sided. Seasonality hits a wall.
Seasonality: More Stimulus and New Highs
Seasonality has slightly moved forward this month. Will we see more weakness ahead, as this month’s gains are above average already with last week’s move from the US stimulus announcement?
Seasonal Trades and Portfolio Update
Natural Gas, Energy and Copper still have to show signs of life to fulfill their usual bullish winter runs. Meanwhile, Strong US equity markets have lead to excellent returns in the model portfolios that adhere to seasonal trade stratagies. Expect some modest seasonal weakness soon, though.
Seasonal Trade Strategy: Look for Weakness
Markets are up strongly since we turned bullish. We expect that momentum to continue after a mild pullback. Overbought signals are here.
Seasonal Trade Strategy: ETF Portfolio, Buy on Dips
Markets are up strongly since issuing the recent Buy Signal. The next two weeks often have retracements of monst of the gains in the first days of November. This mid-November weakness is a good time to add to positions.
Seasonal Trading Strategy: Buy signal
Suddenly, the market turns bullish. The seasonal bull run has begun and investors are jumping in.
Seasonal Trade Strategy: Not Yet Bullish
The Seasonal Buy Signal is on Hold. The bull market is still in waiting.