sell in may and go away

We have a two-part episode for you today, as we begin our fifth year of the Nurturing Financial Freedom Podcast.

First, the FED raised interest rates by 0.25% on May 3rd.  Are they finally done raising rates?  Ed Lambert of Birch Run Financial wades into that question.  Are more hikes coming, and if so, will they be small or large?   We look at the current state of the economy and where we believe things are going. 

Next, Alex Cabot is here to debunk three market "hacks" that investors sometimes get pulled into.  They are:

1. "Sell in May and Go Away"
2. "The January Effect"
3. "Buy the Rumor, Sell The News"

All data in today's episode are courtesy of YCharts, and Alex walks through the numbers of why these market fallacies don't work. At Birch Run Financial, we believe in a time-tested, diversified, long-term approach.  Alex, Ed, and their team are always happy to have a conversation about your investment questions, whether you're a client or not.

You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.

Or visit them on the web at https://www.birchrunfinancial.com/

Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536

You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.

Or visit them on the web at https://www.birchrunfinancial.com/

Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536

Any opinions are those of Ed Lambert and Alex Cabot and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190.

Any rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management.  This podcast is intended for informational purposes only.

“Sell in May and go away” is een gekend beursgezegde. Deels terecht, zo blijkt uit de cijfers die Danny Reweghs erover heeft opgesnord. Maar er zijn even veel redenen om in mei te blijven zitten op je aandelenportefeuille. Hij kijkt naar hoe de markt er momenteel voor staat en of het gezegde op dit moment van tel is.

Als aandeel van de week haalt Danny er Cameco bij, een Canadese uraniumproducent, de nummer twee van de wereld. De uraniummarkt zit momenteel in een rare kronkel. De prijzen zijn zo laag dat de meeste mijnen dicht zijn en de uraniumproducenten liever de ertsen kopen op de markt dan ze te delven. Danny geeft de nodige context en uitleg.

“Sell in May and go away” is een gekend beursgezegde. Deels terecht, zo blijkt uit de cijfers die Danny Reweghs erover heeft opgesnord. Maar er zijn even veel redenen om in mei te blijven zitten op je aandelenportefeuille. Hij kijkt naar hoe de markt er momenteel voor staat en of het gezegde op dit moment van tel is.
Als aandeel van de week haalt Danny er Cameco bij, een Canadese uraniumproducent, de nummer twee van de wereld. De uraniummarkt zit momenteel in een rare kronkel. De prijzen zijn zo laag dat de meeste mijnen dicht zijn en de uraniumproducenten liever de ertsen kopen op de markt dan ze te delven. Danny geeft de nodige context en uitleg.

De Trends Beleggen podcast is een productie van Trends en Kanaal Z. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters.

De Trends Beleggen podcast komt tot stand met de gewaardeerde steun van Keytrade Bank, de onbetwistbare marktleider in online trading in België.

There are a number of cliches when it comes to investing, many of them considered to be "truths." Today, we look at three of them - what's true, and what's not.

Buy Low and Sell High

While this is mostly true, it doesn't mean try to time the markets. Quite the opposite - it means to stay invested.  Alex Cabot explains.

Cash is King

This cliche is thrown around all the time, especially in down markets.  While it's important to have a cash reserve, being too conservative can have a very high opportunity cost, causing you to lose a large amount of potential returns. Ed Lambert dives deeper.

Sell in May and Go Away

This is something Alex heard when he first started in the financial industry. The theory is that the market is more volatile in the summer. But Alex dove into the numbers, and he explains what he found.

Resources:

Birch Run Financial Website: https://www.raymondjames.com/birchrunfinancial/

Email Birch Run Financial: info@birchrunfinancial.com

Call Birch Run at 484-395-2190

You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.

Or visit them on the web at https://www.birchrunfinancial.com/

Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536

Any opinions are those of Ed Lambert and Alex Cabot and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190.

Any rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management.  This podcast is intended for informational purposes only.