2….

1. August/September Seasonality

Dave Lutz Jones Trading Over the last 35 years, August and September are the worst performing months of the year. Average performance has been mixed in August with DJIA and S&P 500 recording losses of 0.9% and 0.6% respectively while NASDAQ has eked out a meager 0.1% gain. September has been red across the board for DJIA, S&P 500, and NASDAQ – “Our July seasonal pattern chart shows this August-September market retreat actually tends to begin around mid-July” noted

…

2. All-Time Highs Not Bearish

SPX vs. ATHs. "Since 1990, the S&P 500 was higher a year after an all-time high 82.4% of the time and up a median return of a very impressive 13.5%."

…

3. Semiconductor Weight in S&P

…

4. Small Cap Stocks Get in Green for 2025 …Still Below Highs

…

5. FXI China Large Cap New Highs…+25% YTD

…

6. China Small Caps New Highs…+36% YTD

…

7. PKW Stock Buyback ETF Hits New Highs.

…

8. Multinationals Moving Out of China

…

9. Where Inflation Hits

10. Admins vs. Doctors in Modern U.S.

…

Did someone forward this email to you? Get your own:

Disclosure

Indices that may be included herein are unmanaged indices and one cannot directly invest in an index. Index returns do not reflect the impact of any management fees, transaction costs or expenses. The index information included herein is for illustrative purposes only.

Material for market review represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.
Material compiled by Lansing Street Advisors is based on publicly available data at the time of compilation. Lansing Street Advisors makes no warranties or representation of any kind relating to the accuracy, completeness or timeliness of the data and shall not have liability for any damages of any kind relating to the use such data.

To the extent that content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security as information is provided for educational purposes only. Articles should not be considered investment advice and the information contain within should not be relied upon in assessing whether or not to invest in any securities or asset classes mentioned. Articles have been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Securities discussed may not be suitable for all investors. Please keep in mind that a company’s past financial performance, including the performance of its share price, does not guarantee future results.

Lansing Street Advisors is a registered investment adviser with the State of Pennsylvania.