The Weakest Month has Begun!
At the beginning of August, the stock markets suffered a collapse. In fact, August is a seasonally weak month – since 1970 it has been the second weakest in the annual cycle.
But there is an even weaker month: September.
Seasonal Insights
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.
Read MoreThe Weakest Month has Begun!
The Next Big Move: September FED Meeting
Article in German Dear Investor, The upcoming Federal Open Market Committee (FOMC) meeting, on 17-18 September 2024, is a hotly anticipated date in the financial world. Many experts anticipate the Fed will hold rates steady at 5.25%-5.50%, waiting for inflation…
Seasonality Works!
Last month’s issue was titled "Volatility: The Calm Before the Storm?". It explained that volatility mostly increased seasonally in the period from mid-July. It also stated that the "purchase of volatility products" is possibly appropriate.
Welcome to the Trillionaire Club
Article in German Dear Investor, In the tech industry, six American companies have achieved valuations of at least $1 trillion, with five of them surpassing the $2 trillion mark. These giants—Apple, Microsoft, Alphabet, Meta, Nvidia and the latest $2 trillion…
Volatility: The Calm Before the Storm?
Article in German Dear Investor, Volatility, the tendency of prices to fluctuate, is not just an academic construct – there are also products such as ETFs based on it. Volatility has recently been quite low by historical standards. Can we…
Hot Stocks for the Hot Summer
The stock market doesn't take a holiday, but understanding how seasonality affects financial markets can help you make some smart summer moves. Let's dive into the world of summer stocks, and discover why certain stocks shine brighter during this season.
Gold Performance Over the Year and the Month
Around 50% of current gold production flows into jewelry production. This has a considerable influence on the price of gold. The Indian wedding season in autumn, the Christmas season and the Chinese New Year increase the demand for gold for jewelry production, with purchases by jewelers taking place in the run-up to the respective festivities.
Scoring on the Stock Exchange During UEFA Euro 2024
This highly anticipated tournament, set to unfold across ten dynamic cities, promises to be the biggest sporting spectacle in Germany since the 2006 FIFA World Cup. While fans are gearing up to support their favorite teams, are you ready to pick your winning stocks?
ZEW DAX Example: How to use Innovative Event Studies!
In this environment, many investors are turning their attention to economic indicators. One of the most important for Germany is the ZEW Index. More than 350 institutional investors are surveyed for their assessment of the economy. The ZEW Index is published monthly around the middle of the month.
“Sell in May”: Myth or Real Market Mover?
The legend says that the phrase originally came from an old English saying: "Sell in May and go away, and come back on St. Leger's Day." This advice was linked to British aristocrats who used to leave the hot city of London during the summer and return after the St. Leger's Stakes horse race in September. What began as a lifestyle choice for the wealthy has turned into a financial strategy observed in stock markets globally.
What Threatens at the FED Meeting? Events Offer Systematic Benefits for Investors.
The next Fed meeting will take place in just over a week, from April 30 to May 1. In view of a higher-than-expected inflation rate, many investors are wondering whether the Fed will signal interest rate cuts this time, and by how much, and what this means for share prices.