Don’t expect much from the Santa rally

As we pointed out yesterday, the big Santa effect has been front loaded over the past years, but there is one last possible final push higher for the believers of the Santa rally. Last 20 years has seen a move higher in SPX starting around now, but to be truthful, the moves aren’t huge .

Best 2 weeks of the year

That is true if you love Santa and Christmas. It is sort of true for equity market performance – as it is the 3rd best “2-week” period of the year.

Best month of the year for flows

Not many days now and then we are in the best month of the year for flows in terms of mutual fund and ETF inflows. What will they buy (apart from laggards)?

That January effect…