Cameron Dawson

speaker

11 appearances 3 recordings 1 series first heard Jan 2026 last heard 31 May

Cameron Dawson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jan 2026 with 2.

Appearances

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Bloomberg News Now · US-Iran Trade Drafts, Israel Expands Lebanon Offensive, More · 31 May 2026 podcast

It is a rhyme.

It's not backed by any statistical evidence for the broad market.

Where there is evidence that sell and man go away actually does work is more in cyclicals, where you typically see cyclicals begin to struggle from May until November, and then November up until April is when you typically see cyclicals outperform.

So not for the broad market, maybe for a small cohort.

Bloomberg News Now · EU Leaders Respond to Tariff Threats, Spain Crash Latest, More · 20 Jan 2026 podcast

So far, we've heard from about 30 of the S&P 500 companies as investors show a newfound affinity for firms that benefit most from an accelerating economy.

Cameron Dawson is Chief Investment Officer at New Edge Wealth.

This week we hear from Capital One, Netflix, Intel, United Airlines, 3M, and Johnson & Johnson.

In New York, Charlie Pellett, Bloomberg Radio.

Bloomberg News Now · Man Shot by Officer in Minneapolis, Greenland-US Talks, More · 15 Jan 2026 podcast

Noting that we are in the fourth year of a bull market, and that's where you get a 50-50 chance as to whether or not it extends into a fourth year.

And also note that this fourth year is coinciding with a midterm election year, which also tends to have both a higher volatility and lower returns than the other years during the election cycle.

So fourth year bull market, midterm election year, that would suggest expect more volatility and lower returns.

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