The United States is a Consumer Nation
Black Friday stocks by the numbers: the S&P 500 was up in 21 of 25 periods around the shopping day. See how Walmart, Costco and Macy’s did around Thanksgiving and which time windows matter.
Christoph Geyer
When Does the Year-End Rally Actually Start?
The year-end rally often begins earlier than the media reports. A look at 66 years of DAX data and 98 years of S&P 500 data shows when opportunities really start to increase.
Climate Change Fuels Fire Safety: Rosenbauer, Dräger in Focus
Wildfires in Southern Europe are reaching new proportions. Two established firefighting equipment suppliers, Rosenbauer and Drägerwerk, show clear seasonal patterns with returns reaching double digits in some cases.
The AI Boom Needs Energy. But Who’s Actually Supplying It?
The AI boom doesn't just need chips and code. It needs enormous amounts of energy, around the clock. The utilities and suppliers meeting that demand are seeing structural tailwinds that conventional seasonal analysis now makes even more compelling.
Which Sponsors Can Truly Profit from the Football World Cup?
The 2026 FIFA World Cup isn't just a football event. It's a seasonal trading opportunity. We analyzed the stock patterns of the biggest sponsors, Adidas, Coca-Cola and Visa, to show who benefits and when.
The Beer Garden Season Is About to Begin
Brewery stocks show clear strength in the spring, driven by better weather and rising demand. Major players like Anheuser-Busch InBev, Heineken, and Carlsberg often perform well from late March into early summer. However, this momentum often weakens in the second half of the year.
Fly Me to the Moon
The Artemis program is entering a new phase, increasing investor focus on aerospace and defense stocks. Airbus, Lockheed Martin, and Northrop Grumman play key roles across critical mission technologies. Historical seasonality highlights recurring strength windows in these companies. Investors can use these patterns to refine timing and positioning.
How Football, Winter Sports, and Decades Relate to the Stock Market
Historical data suggest that recurring seasonal patterns emerge around major sporting events and the decennial cycle. These patterns point to recurring shifts in market behavior at certain times of the year, offering a structured way to analyze historical market tendencies.
The Holiday Season Begins Now, Just Not on the Stock Market
The year-end rally on the stock markets has already begun! The DAX and S&P 500 have statistically shown strong performance from mid-November to early January. Historically, there have been many positive years with attractive returns. A good time to keep a close eye on the markets.
Is Healthcare Still Affordable?
Healthcare costs continue to rise steadily, posing serious challenges to global affordability and access for many. UnitedHealth Group shows a strong long-term trend and remarkable seasonal gains from October, despite recent market turbulence and corrections, highlighting potential opportunities.