SuperSeasonal Weekly Watchlist (November 9)
Democrats swept both chambers Tuesday and the Dow put on its biggest post-midterm day since 1982. Three windows opened anyway — one of them carrying…
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The SuperSeasonal weekly watchlist, single-stock seasonality write-ups and market notes from the SmartTrading team.
SuperSeasonal Weekly Watchlist (November 2)
One of Monday's three windows carries a cumulative gain above a thousand percent. The same card shows a worst year of -82.23%. Both come from the same…
SuperSeasonal Weekly Watchlist (October 26)
Three weeks ago we told you MACOM was up 14.7% since we flagged it. It is now down 17.8% from where we published it — and the number that said it could be…
SuperSeasonal Weekly Watchlist (October 19)
On Thursday night a Roadster left the ground over a row of Teslas. Tesla's seasonal window opened the same day — a date chosen from sixteen years of…
SuperSeasonal Weekly Watchlist (October 12)
Three windows opened Thursday carrying 23, 36 and 33 years of history between them — the deepest board we have ever published. All three close within…
SuperSeasonal Weekly Watchlist (October 5)
The loud one is on every screen: the Fed on the 27th, earnings on the 15th, CPI, payrolls. The quiet one has been running since 1997 — and on Thursday it…
SuperSeasonal Weekly Watchlist (September 28)
For the first time, every name on the board came back five stars . On the top band they look interchangeable. One band lower, their downside footprints…
SuperSeasonal Weekly Watchlist (September 21)
Three entries on the same Tuesday — with downside sigma running from 3.99% to 14.45% . Every number is below, including the ones that decide how much you…
SuperSeasonal Weekly Watchlist (September 15)
This morning's CPI pushed the odds of a Wednesday rate hike to roughly 90% . At those odds the hike itself is old news. What moves your account is the…
SuperSeasonal Weekly Watchlist (September 7)
A month ago a September hike was a one-in-three long shot. It is now the market's base case at roughly 66% . Five days, four market-moving events, and…
SuperSeasonal Weekly Watchlist (August 31)
Chair Warsh said the Fed still has “work to do” on inflation this morning, and September hike odds jumped to roughly even. This week's window closes…
SuperSeasonal Weekly Watchlist (August 24)
This week the calendar stops being a metaphor. One of these names is driven by an actual season — and it's the one with the weakest numbers on the scan.
