There is a strong seasonality (northern hemisphere) of the price of asset classes. This is what I have experienced.
1. Commodities. Strong in winter. Weak in the summer months.
2. Yields. Up in winter. Down in the summer months.
3. Equities. Strong in winter. Weak in the summer months.
To find out more about my in depth view of the markets and my strategy just visit our website https://www.peterdag.com/ where you can review The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific money management needs. I will be happy to speak to your investment group on how the business cycle impacts investment strategies and the choice of asset classes. George Dagnino, PhD
Editor, since 1977
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