Rotations Continue To The Next Rally As Markets Anticipate The January Effect

Seeking Alpha

November 30, 2025

Timing is crucial for investment success; static buy-and-hold strategies often underperform due to market cycles and prolonged downturns. Three proprietary portfolio models—Active Premium, Piotroski-Graham Value, and Active ETF Sector Gauge—consistently outperform the S&P 500 using timing and sector rotation.

Rotations Continue To The Next Rally As Markets Anticipate The January Effect

These 5 charts hint at where stocks might go next after a wild November for the market

Market Watch

November 30, 2025

November historically has been a strong month for the U.S. stock market. This year's gains didn't come easy.

These 5 charts hint at where stocks might go next after a wild November for the market

Expect a tale of two holiday seasons as the well-off spend and the rest pull back | Gene Marks

The Guardian

November 30, 2025

Parts of the US economy are doing just fine but many are struggling to make rent, let alone splurging on gifts

Expect a tale of two holiday seasons as the well-off spend and the rest pull back | Gene Marks

The Market Is Not Out Of The Woods As Liquidity Conditions Worsen

Seeking Alpha

November 30, 2025

The market rallied sharply despite $65 billion in Treasury settlements, driven by volatility suppression during a holiday-shortened trading week. Overnight funding rates rose above the Fed's upper bound, signaling a cash shortage, with increased reliance on the Fed's standing repo facility.

The Market Is Not Out Of The Woods As Liquidity Conditions Worsen

Global week ahead: The start of a Santa Rally or more 'bah humbug'?

CNBC

November 30, 2025

A volatile November heralds a complex December for markets. The Federal Reserve and ECB are expected to hold steady in final policy meetings.

Global week ahead: The start of a Santa Rally or more 'bah humbug'?