Friday Investment Talk: Reasons For Bulls
As seasonality turns bullish, we look at fundamental changes in economic indicators and technical market action. We see many opportunities in equities and highlight healthcare, natural resources, and technology companies.
October Seasonal Set Up
October is the last month of seasonal weakness for the US equity markets. The recent pullback sets October up for a turn around to start a more bullish period.
October: A Bear Killer
October often evokes fear on Wall Street. Equity market distress can become a self-fulfilling prophecy. October is also a turnaround month often called a “bear killer”.
S&P 500 Defies Seasonality
US markets have so far defied the typical seasonal summer weakness they normally exhibit. Weakness could show up in late September though.
September: Worst of the Worst Months
End of summer, back to school, and end of Q3 have created problems for markets in the past. Will history repeat this year?
Market Update: Prepare for August
Technical market indicators are weakening as August approaches. Post Election Year weakness is likely to arise in the next two months.
August Seasonality
August is usually a weak month for investors. Post-election year Augusts are no different.
Seasonal Selling Arrives
The NASDAQ’s “Best Eight Months” and Mid-Year Rally have come to an end.
US Stock Market Update
Entering a bullish period after a fake out breakdown overreaction after the FOMC last week. What to watch this summer and what is setting up for a run now.
July Trading
July is the best of the worst months, but in post-election years it unexpectedly better than usual.