The Best 90 Days Are Here

Historically, the worst six months of the investment year are from May 1 to October 31. Well… guess what? Stocks were up in this (historically) worst period of the year. In fact, the S&P 500 was up 17.8% during the same time.

When the opposite of “what is supposed to take place” takes place, I take notice. Think… trade wars (S&P 500 up 30.5%, including dividends)… Trump 2016 election (S&P 500 up 85%)… Biden wins the 2020 election (S&P 500 up 1.7% in five days)…

And now, the stock market is entering its best (historically) 90-day run.

So what did I do?

I looked at the eleven sectors that make up the US Stock Market and I asked them, “are you bullish or bearish about the next 90 days?”

I asked Industrials, Materials, Healthcare, Consumer Staples, Consumer Discretionary, Communications, Technology, Energy, Financials, Real Estate, and Utilities. What they are saying to us about the next 90 days is something you may want to hear.

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