Q2 Analysis
Spring Rally Patterns Worth Watching
April and May historically bring interesting movements. Not guarantees, mind you, but patterns worth understanding if you're planning portfolio adjustments.
Seasonal Investing Insights
Markets don't move in straight lines. They breathe with the seasons, respond to calendar patterns, and shift with the rhythm of the year. Here's what we're watching in 2025.
Strategy
Summer Lull or Strategic Opportunity?
Trading volumes drop when people go on holiday. But that's not the whole story. Sometimes the quiet months reveal things the busy ones hide.
End of Year
December's Tax-Loss Harvesting Window
The final weeks of the year bring specific considerations. Tax implications, portfolio rebalancing, and January positioning all come into play.
Monthly Market Observations
Real patterns from someone who's been watching these cycles since 2010. Not predictions—just observations about what tends to happen and why it might matter.
Why March Often Brings Volatility
End of fiscal year for many funds. Portfolio rebalancing happens. It's not mysterious, but it does create movement worth understanding if you're making changes yourself.
February 28, 2025The October Effect: Myth or Reality?
People remember crashes in October. They forget the quiet Octobers. But there are reasons autumn brings uncertainty—earnings season, budget planning, year-end positioning all converge.
February 18, 2025Holiday Weeks and Market Behaviour
Low volume doesn't mean nothing happens. Sometimes it means small moves become bigger ones. Christmas week, for example, tends to be thin—which cuts both ways.
February 9, 20252025 Quarterly Outlook
January Effect and New Year Positioning
Fresh capital entering markets. Tax-loss selling from December reverses. Small caps often see interesting movement early in the year—though that's been less reliable lately than it was in the 1990s.
Spring Earnings and Portfolio Adjustments
First quarter results arrive. Companies provide guidance. Investors adjust expectations. April through June historically shows strength, but every year writes its own story based on what's actually happening in the economy.
Summer Doldrums and Strategic Positioning
Volume drops as people take holidays. August especially tends toward quiet trading. Sometimes that means stability. Other times it means sudden moves catch people off guard. Worth paying attention either way.
Year-End Dynamics and Tax Planning
Portfolio managers think about annual performance. Individual investors consider tax strategies. Holiday retail numbers arrive. January positioning begins in November. It's the busiest quarter for reasons beyond just market movement.