Private Investment

• Seasonality

• Sell in May and go away? (May 2015)
• academic paper on the Halloween strategy
• Biotech Stocks (July-Sep.)
• S&P 500 - negative August / what follows next?
• Start Sep. & Oct. (Sector - seasonalities)
• Halloween Indicator (...starting 2nd Nov. 2015)
• Sector Sesonality Oct. (2015) up to June (2016)
• Nov. & Dec. S&P 500 ("70yrs - history" / statistics)
• S&P 500 2011 versus 2015 (4th Nov. 2015)
• 6-Monatsperiode (Historie US-Aktien)
• Thanksgiving week (Nov. 2015)
• S&P 500 (last weeks of the year/Dec.)
• Santa Claus Rally (stock styles)
• Dow Jones Xmas-New Year Rally
• Seasonality poss. Dec. 2015/Q1-2016
• Santa Claus Rally (one) definition (Dec. 2014/15)
• Seasonality/Integrated Oil & Gas Industry
• March Seasonality (Dow Jones Ind. Average)
• April Seasonality (2016)
• US-Election year (June looks nicer than May...)
• US-election years (Seasonality)
• DAX Sep. & Okt. 60er bis inkl. 2015 (Historie)
• Last 12 weeks of the year (Dow Jones, S&P 500)
• DAX-Aktien versus MDAX-Aktien (Fokus auf Q4)
• Dow Jones Ind. A. (Nov. - April, "nice" Season)
• Value stocks & a new president's first 100 days
• Jan. & Feb. UP in the S&P 500 (7th March 2017)
• Sector Performance by Calendar Month
• Seasonality-Charts (DOW, DAX)
• 2n Half 7-years in the DOW
• Performance in Octobers of years ending in 7
• DAX-Saisonaltität (Backtest 1970 - 2017)
• September (aaah)
• Kensho (our Robo-friend :-) on Seasonality
• 2nd Half of December (Europe / Seasonality)
• Importance of January to the stock market
• TOM (Turn of the month-effect), Seasonality
• 2nd Half of April (2018), "Dow-Seasonality"
• Have a Vision (Midterm Market-Seasonality S&P 500)
• DAX (Stay until July ?)
• DAX und MDAX -Seasonality Strategie & Backtest
• August 2018 - 31st Dec. 2018 (US Stocks)
• DAX im August (Historie bis 2017)
• 3rd Sep. until 30th November
• DAX-Saisonalität (1960 bis 2018)
• Upcoming October (2018)
• Seasonality Q4 (past 20 years, Status: Sep 2018)
• Seasonality (Final 2 months of the year)
• S&P 500 (Midterm elections onwards...)
• Kursanomalien (S&P 500 "midterm elections")
• DAX-Seasonality (Summer-Drawdowns)
• Tough Q4-2018
• Seasonality April (U.S. Stock Markets)
• Das 1. Monat im Quartal...
• Juli 2019 steht vor de Tür (S&P 500-Seasonality)
• Seasonality in an U.S. Midterm-Election year
• Dow Jones (Election Year Seasonality)

Midterm-elections
in Nov. 2018 (& the Stock-Market, Fin. Markets)

The eye-catching stats: in the 12 months following every midterm ballot since 1945, the S&P 500 has posted average returns of 15%. What a Midterm-election may mean for the markets: Even if the Democrats regain the House in...

...November 2018, the implications (in the opinion of Merrill Lynch) for equities might hardly be dire. And supportive of the general post-midterm positive performance of U.S. equities is the following: solid U.S. economic growth, robust earnings into 2019, and the favorable effects of corporate tax reform, just to list a few upside catalysts...

link (.pdf-file):

https://olui2.fs.ml.com/Publish/.../ME-cio-weekly-letter.pdf