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Slippery September

Slippery September

Great stuff from Dean Christians:  “If we count the number of days when fewer than 40% of S&P 500 members outperform the Index on a rolling 63-day basis, the indicator surpassed the longest streak in history on 9/13/21.” More on Slippery September: ...
Business Has Never Been Better

Business Has Never Been Better

The lede:  “There has never been a better time to start a company.” a16z led their announcement of a $400 million seed fund by making that claim. I’ve spoken to more founders in the past 6 months than I have in the past 6 years. Something big is happening. Covid...

A Weak September Should Not be a Surprise

From Bespoke:  “As just about everybody knows at this point, September is a seasonally weak time of year for the equity market, and the gauges from our Stock Seasonality tool below illustrate this trend. Over the last ten years, the week following the close on 9/3 has...