January Market Expectations
Mid-Term Januarys usually provide less than optimal market conditions for investors. They also are less prescriptive of the rest of the year’s returns.
Friday Investment Talk: Black Friday and Turkey
Markets sold off on the day after Thanksgiving in the US. What is typically a bullish period for the markets proved an undoing. The markets had their worst day of the year in 2021 and the worst Black Friday since 1931. Turkey is suffering an economic meltdown that is spreading to civic unrest. The lira Read more ➝
December Seasonality
Post-election year Decembers are weaker than in other years. There are plenty of bullish days towards the end of the month that investors can take advantage of.
November Weakens
Sell signals have arisen on the major US markets. They need to be resolved before a further advance in 2021 can take place.
November Leads Off
November leads into the best months of the year. Trading around Thanksgiving is a bit tricky.
Semiconductor Seasonality
Semiconductor stocks are entering a seasonally bullish period. With more upside ahead, we review stocks that are likely to post positive gains.
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.