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And the -- -- forget the old celibate theory you know that we talk about it every year -- -- -- go white.
Our next guest says investors should be buying into defense is not right now it's still falls with the best -- -- best practice stuff wise that's him.
Hey -- good -- talking again.
I think he's basically what we find is that in the summertime months investors have pretty much already put most of their money to work.
If you get a bonus you get paid out in March if you then.
Probably tap out your 401K.
You have to invest in your higher raid by the end of April.
And if you're gonna get a tax return you're gonna apply early and put that money to work so.
A lack of capital inflows investors' focus more on their hands in their portfolios.
And then if we do get earnings disappointments.
Investors mainly react to them.
By the third quarter of the year and that's why September in anticipation of the third quarter reporting season.
Tend to be the worst period for them for the overall stock market.
But I think you're better off sticking with stocks and history.
Agrees with me even though there's no guarantee -- work going forward.
If you were in the consumer staples and health care sector from may through October right but in the market from November through April and engage in this semi annual rotation.
Instead of getting 7% as you would have -- by billions the S&P all year long you've got 11%.
And this technique beat the market about six out of every ten years.
Part two you're going back in using history as a guide so that is this whole sell in May business and there's a million -- like this in the market but does that mean this is always just been garbage short.
Just doesn't make sense this year.
I don't know -- it's actually it makes sense this year as well certainly the better performing groups so far a credible of course were only a couple of always so you know he's a -- -- high flyers turned more defense exactly what time the market.
Can different corner think or do you that would that would affect companies we just had this -- discussion for example with what's interest rates -- yelled yes.
On the -- of a soft.
-- and economic growth -- of an economic expansion.
And we will begin that in June of this year you 3% increase in real.
In -- not getting stand shooting a -- -- -- are looking to commodity price climbing very sharply looking at 375 down to.
Below the and wondering gee are we just preparing for a softening of economic growth or is something worse like -- around the corner.
-- similar to wrap it up for today but that's that's a good discussion from the both.
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