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.
Dear Investor, Seasonality helps with stock selection Everybody has probably heard about the end-of-year rally phenomenon by now. It affects the majority of stocks during the same time period, namely in the final weeks of the year. However, many people…
Tuesday is a particularly strong trading day, Friday a weak one Dear Investor, The chart below shows the annualized performance of the S&P 500 Index since the turn of the century in black, as well as the cumulative annualized return…
Dear Investor, Having a glimpse at our previous articles, you might have noticed that seasonal market trends are not unique to a handful of companies, but are a widespread phenomenon that many markets accommodate, often unknowingly. Trading on a stock…
Article in German Dear Investor, Every year a certain stock market phenomenon is said to recur, anticipated with excitement by investors: the so-called Santa Claus rally. It is held that stock prices typically rise quite frequently and particularly strongly just…
Lieber Investor, alle Jahre wieder kommt es an den Börsen angeblich zu einem Phänomen, dass die Börsianerherzen höher schlagen lässt: zur Weihnachtsrallye. Demzufolge steigen die die Aktienkurse vor dem Jahreswechsel typischerweise besonders häufig und stark. Ich möchte Ihnen die Weihnachtsrallye…
Lieber Investor, die Anleihemärkte spielen immer mehr verrückt. Die Rendite der zehnjährigen US-Staatsanleihen sank binnen neun Monaten von 3,2% auf 1,8% und damit wieder in die Nähe der Allzeittiefs. Noch extremer ist die Lage in anderen Ländern. In Deutschland rentierten…
Dear Investor, The US faces uncertain economic times, as Trump and Xi Jinping are still locked in a bitter trade dispute that is likely to go on for some time, creating uncertainty for the future of trade between the world’s…
Dear Investor, Prices in financial and commodity markets exhibit seasonal trends. We have for example shown you how stocks of pharmaceutical companies tend to rise in summer due to higher demand, or the end-of-year rally phenomenon (last issue), which can…
Dear Investor, Today marks the last day of October, the month that has investors in fear of the next big stock market crash (see Seasonal Insights Issue 20). This also means that today is Halloween and while there is something…
Dear Investor, During the month of October, we, as investors, are still in a peculiar state of mind. Although we have almost survived the dangerous season (that led to a couple of hiccups), we are still waiting for the year-end…
