Did you notice that .....

...asset classes have a distinct seasonality pattern?

Stocks go nowhere in summer.
Yields decline or go nowhere in summer
Bond prices rise or remain stable in summer.
Commodities are weak in summer.

These patterns, if they repeat, point to a specific investment strategy in the coming months. Time will tell.

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