Cameron Dawson

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.

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.

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.