Transcript
0:00 We are in the final days of summer, the dog days of August as they as they'd say. Today is the last day of August. but markets are now thinking about September. I have five reasons why I have contrarian reasons for the market to have upside potential in September. Why am I saying that? Well, first, many people are talking about the negative seasonality and they're naturally wary of September.
0:30 This is a midterm election year. These are all the midterm years since 1854. And if we zoom in, September during the midterm years has the worst probability of being an up month, 40%. So, it is the worst single month to own stocks during a midterm election year. We know that's the base case.