Is It Time to Rethink 'Sell in May and Go Away' in Light of This Year's Market Trends?

Enlightenment - A Herold & Lantern Investments Podcast

May 28, 2024
Season 6 | Episode 20
Can the old saying "sell in May and go away" still hold water in today's unpredictable stock market? Join us as we unravel the complexities of May's stock market performance and why adhering to this age-old advice might not be the best strategy this year. We'll explore the transition to T+1 settlement for securities transactions and its potential to reduce market risk and enhance efficiency. Dive into historical investment strategies, from shorting the Mexican peso during Trump's era to the unexpected surge in fossil fuel stocks under Biden, and find out where Goldman Sachs went wrong with its 2024 Treasury yield curve prediction. We'll also discuss the Dow's recent activity and what it might signal for the future.
The second part of our episode takes a closer look at the rising threat from Chinese electric vehicle manufacturers, drawing striking historical parallels with past economic power shifts. Discover how Chinese companies, leveraging ample resources and low labor costs, are positioning themselves to challenge American automakers, and what this means for the future of the automotive industry. Lastly, we'll break down recent market trends, including short-term consolidation prospects and the current interest rate landscape. With insights from economist Campbell Harvey on the yield curve's recession predictions and Brad's latest takes on the Treasury and municipal bond markets, this episode is packed with crucial information for any market watcher.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Bölümler

1. Investment Theses and Market Insights (00:00:00)

2. The Threat of Chinese Electric Vehicles (00:08:49)

3. Market Trends and Interest Rates (00:25:35)