Coming Now – The Two Most Dangerous Months

by Lance Roberts
David Stockman’s Contra Corner

Since I was traveling on vacation last week, and did not write a weekly report, I want to use this opportunity to update the previous analysis and model positioning for the current environment. This is particularly important as we enter into what has historically been two of the most dangerous months of the year.

First, why do I say that? The chart below shows the historical return patterns by month for the S&P 500.

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