Stay ahead of the markets with our bi-weekly Seasonal Insights newsletter. Delivered in both English and German, it provides expert analysis and actionable insights into seasonal market patterns. Curated by a dedicated editorial team led by renowned seasonal analyst Dimitri Speck, each issue offers timely trends, practical guidance, and unique perspectives to support your investment decisions.
The year 2026 is a so-called midterm election year in the US four-year election cycle. Historically, it is the weakest period for the stock market, with below-average returns for the Dow Jones. Nevertheless, even in such years, targeted opportunities arise outside the overall market.
Platinum has delivered one of the strongest recurring winter seasonal patterns in precious metals, averaging nearly +8% from early December into February with an 84% historical win rate. This Q1 bias aligns with three consecutive years of projected market deficits and sustained physical tightness. Seasonality and structural scarcity continue to reinforce a compelling tactical and macro investment case.
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.
Broadcom exhibits strong seasonal performance: From the beginning of November to mid-December, the stock has risen by an average of 17% over the past ten years, with a success rate of 90%. This period marks the strongest seasonal increase of the year.
Amazon is entering one of its strongest historical trading windows just as investor attention turns to its upcoming earnings and the health of AWS. From October to November, Amazon shares have gained with an 80% win rate. Yet, concerns about cloud competition, AWS reliability, and market positioning add complexity to this otherwise bullish seasonal setup.
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.
Why do top traders often rely on just 10 years of data to spot seasonal trends? Dimitri Speck explains why this timeframe is often enough to reveal actionable patterns, how timing can matter more than sheer history, and why even a single outlier year rarely undermines the overall trend, making it a practical choice for reliable trading decisions.
Microsoft’s record-breaking $4 trillion valuation highlights its AI strength, but history suggests mid-September often brings weakness for the stock. Seasonality shows Microsoft has a decline between September and October, raising caution for investors as technicals hint at overextension.
Wars and reconstruction dominate the headlines, but do stocks like Rheinmetall and Heidelberg Materials really move with current conflicts? A closer look reveals distinct seasonal patterns that are largely independent of daily news. Investors can benefit from these recurring trends instead of reacting emotionally to war-related reports.
The US election influences stock prices even beyond election day. For the markets, the year of the four-year election cycle we are in is crucial. In the current post-election year, seasonals suggest a stronger upcoming seasonal decline.
Apple’s strong seasonal window from August to September has historically delivered an average return of +5.03% with a 72% win rate. This year, the bullish trend meets key macro events like earnings, tariff risks, and major leadership changes. A breakout could align technicals with seasonal strength.
