The S&P 500’s unfavorable seasonal stretch ended at the October 14 close, opening the historically favorable year-end window. Since 1985 the index rose through this window in 33 of 41 years, an 80% win rate. The lone caution is small caps, now in a correction.
Five reports this week. Weight of Evidence: Constructive, selective.
U.S. Stocks • Defensives • Year-End Tilt • Transports • Small Caps
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