Warren, um, good to have you on. You know, we hear you you've been giving the market the benefit of the doubt for some time. It's it's been the right way to approach it right here.How does the things set up right now in terms of what the market has already been feeding off of and where do you think it goes from here. Yeah, I mean, I we're still overweight equities. Uh, that's been our posture since early May.Uh, we stepped out, we neutralized our overweight back in February and and kind of got back in in ea ...

With the first half of the year in the books, bulls have regained control of Wall Street. Below are six reasons that bulls will remain in control into the summer:Stocks are Entering an Election Cycle Seasonality Sweet SpotStock market seasonality is the practical study of how specific times of year often lead to repeatable patterns that traders and investors can use to gain an edge in the stock market. Seasonality was popularized Yale Hirsch, who published groundbreaking research on seasonality and cycles a ...

Global Research ab 6 June 2025 Global Semiconductor SIA April Data: Semis Sales Retreated After Sales in April declined from March's record high Following March's high sales, total semiconductor sales in April experienced an 11.7% M/M decline, which is in line with the 5-yr seasonal average, but ~120 bps below the 10- yr seasonal average. Excluding memory, IC sales dropped 8.3% M/M, which is ~150 bps worse than normal seasonal averages. Despite the positive tariff-related pull-in effect since "Liberation Da ...

If you regularly invest in stocks, you've probably heard the saying "sell in May and go away." It came about because the S&P 500 typically delivers weaker returns in the six-month period between May and October, compared to the six-month period between November and April.Seasonality is likely the culprit. There is less trading activity in the warmer spring and summer months because Wall Street bankers and fund managers take time off, much like everybody else. But according to the Corporate Finance Institute ...