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 ...

Core Insights - The stock market adage "sell in May and go away" is highlighted, with a focus on identifying stocks that typically perform well during this month [1] - Applied Materials Inc (AMAT) and Broadcom Inc (AVGO) are noted as strong performers in May, having finished higher in nine of the last ten years with average gains of 6.3% and 7.2% respectively [2] Company Performance - AMAT has an average return of 7.37% and a median return of 6.29% in May, with a 90% positive return rate over the past decade [3] - AVGO has an average return of 7.65% and a median return of 7.23% in May, also with a 90% positive return rate over the past decade [3] - AMAT is currently trading near breakeven at $150.77, having experienced a 21.9% year-over-year deficit, but recently bounced back from a 52-week low of $123.95 [3] - AVGO has seen a 3.8% increase in May, trading at $199.81, marking its highest level since March, and boasts a 61% year-over-year gain [4] Options Trading Sentiment - AMAT's 50-day put/call volume ratio of 1.96 indicates a strong appetite for bullish bets, ranking higher than 97% of readings from the past year [5] - AVGO's 10-day put/call volume ratio is the highest among all annual readings, suggesting a potential unwinding of pessimism that could benefit the stock in the near term [6]

以下文章来源于CFC商品策略研究 ，作者田亚雄 刘昊 CFC商品策略研究 . 好的研报应该提供打破经验，观念，陈规或惯例的视角，提供自我逻辑审查的意识自觉。阅读体验应该是一次历险，也许是一次漂流，它并不把你带 到任何一个安全的港湾去，但更像是提供一种类似在悬崖边临渊回眸，另做选择的逻辑启发，或自我反讽的邀请。 文 | 田亚雄 刘昊 来源 | CFC商品策略研究 编辑 | 杨兰 审核 | 浦电路交易员 市场在4月经历了极致悲观定价后的快速修复，铜价从4月1日至今震荡幅度接近12%，但跌幅已经回落至4%下方，暗示商品定价的修复已经 完成大部分。进而另一个讨论是，市场在交易了4月初风险偏好释放并将利空定价一蹴而就后，修复式定价的上边界是否快要触及？ 我们理解这一问题的回答仍需要从中美双方的经济现实出发，美国仍然在交易滞胀中的"滞"，而"通胀未胀"；中国则是交易"通缩未 缩"。对于国内出口商而言，关税冲击促使企业寻找新的出口目的地，以东南亚、墨西哥以及加拿大为主，核心证据是国内往上述国 家出口的运费上涨，这些国家乐意承接贸易转口的利润，形成一轮主动从中国进口商品，使得国内出口数据不至于急转直下，这是国 内通缩未缩的核 ...