Spooky season is upon us, even on Wall Street: October has seen 7 out of the 10 worst days in stock market history. The panic is historical; in the 1800s,…
Tag: Seasonality
September Is The Worst Month For Stocks
September has a long history of being the worst month for stocks, averaging a 0.56% decline in the S&P 500 (and its predecessor) since the end of WWII, according to…
2020 May Still See Strong Fourth Quarter Gains
In an October interview with CNBC, Ally Invest’s chief investment strategist Lindsey Bell said that despite stimulus gridlock, election uncertainty and the coronavirus’ path, it’s still possible that the S&P…
"Halloween Indicator" More Trick than Treat
In a recent MarketWatch article, columnist Mark Hulbert suggests that those buying into the so-called “Halloween Indicator”—that is, a six-month upside for stocks—may be disappointed. “That pattern is based on…
Sell in May, But Not in the U.S.A.
Outside the U.S., there may be some credence in the saying, “sell in May and go away,” according to a recent article in Bloomberg. “A look at 30 years of data…
Hulbert: Large Caps Now and Small Caps in January
Small-cap stocks outperform large caps, on average, over the long term, but almost all the small-cap advantage occurs in the early part of the year. This according to a recent…
Batten Down the Hedges?
August, typically one of the slowest months for Wall Street, has the reputation for being one of the more unstable for the financial markets. This according to an article in…
Sell In May Works -- But Be Careful
In his latest column for Canada’s Globe and Mail, Validea CEO John P. Reese says that while the “Sell in May” phenomenon seems to be a real force in the…
Sell-in-May Effect Appears Real
Joachim Klement, a trustee of the CFA Institute Research Foundation, concludes in The Enterprising Investor that the “sell-in-May effect” (also known as the “Halloween indicator”) “seems real and persistent.” As…