Stay ahead of the markets by subscribing to our bi-weekly Seasonal Insights. Led by our Co-Founders Dimitri Speck and Tea Muratovic, this free newsletter will keep you up to date on the latest seasonal market trends and topics all year round.
Article in German In the context of seasonality, you may – just like most investors – primarily think of commodities and stock indexes. However, there are seasonal patterns in many other markets and instruments as well, ranging from individual stocks…
Undoubtedly the economy has experienced a severe rollercoaster this year. The uncertainty has not diminished and financial markets are still heavily influenced by the corona-virus, government stimulus plans, elections and valuations. We will continue to face many risks going forward.…
A topic that is increasingly taking center stage in recent weeks, even overshadowing state enemy number 1, the corona virus, are the upcoming US elections. All eyes will be on Tuesday, November 3, when the presidential elections take place. Will…
Seasonality is not just driven by fundamentals: emotions and calendar seasons also have a significant influence on stock prices. Especially when the calendar changes from summer to fall, the mood of investors tends to change as well. With respect to…
Article in German Similar to many other market observers you may be expecting a seasonal rally in the crude oil price on account of the start of the heating season in autumn. After all, energy consumption will increase during the…
Keep calm and start playing video games In recent years the video game industry has grown tremendously – video game companies have embraced innovation and reshaped the whole industry. Experts are forecasting that the sector will generate $196 billion in…
“BEACH” Stocks – Ready for a Rebound? COVID-19 has become world’s No.1 enemy and has pushed the global economy over the edge. Since the Wuhan lockdown that was imposed on January 23, the MSCI World Index of global stocks is…
Article in German For Bitcoin, the seasonally weakest period of the year is beginning now When you are pondering seasonality, commodities or stock market indexes are probably the first things that come to mind. Perhaps you consider single stocks or…
“BEACH” Stocks – Ready for a Rebound? COVID-19 has become world’s No.1 enemy and has pushed the global economy over the edge. Since the Wuhan lockdown that was imposed on January 23, the MSCI World Index of global stocks is…
Article in German Gold and gold mining stocks are entering a strong seasonal phase If you have kept track of the seasonality of gold, you will be aware that gold typically rallies from the middle of the year. This trend…
