Semiconductors vs. S&P 500: Who Wins Seasonally?
The PHLX Semiconductor Index rose 177.73% within a year. But what comes next seasonally? The data tells a clear story: the coming months could be challenging.
Seasonal Insights
Stay ahead of the markets with our bi-weekly Seasonal Insights newsletter. Delivered in both English and German, it provides expert analysis and actionable insights into seasonal market patterns. Curated by a dedicated editorial team led by renowned seasonal analyst Dimitri Speck, each issue offers timely trends, practical guidance, and unique perspectives to support your investment decisions.
Read MoreSemiconductors vs. S&P 500: Who Wins Seasonally?
Copper Seasonality Turns Weak: The Structural Bull Case Remains Intact
Copper's weakest seasonal window is here. History shows an average drop of 4.11% from late May to early August, with a win rate of just 26.67%. Here's why that matters for longer-term investors, and how seasonal weakness could set up the next entry point in a powerful structural bull market.
Which Sponsors Can Truly Profit from the Football World Cup?
The 2026 FIFA World Cup isn't just a football event. It's a seasonal trading opportunity. We analyzed the stock patterns of the biggest sponsors, Adidas, Coca-Cola and Visa, to show who benefits and when.
New: Double-Screening!
Choosing the right stock starts with choosing the right sector. With Seasonax, you can now screen S&P 500 sector indices and instantly see which ones are seasonally most promising. Then, you can screen the best stocks within that sector. Two steps, a few seconds, a selection based on real seasonal data. Here's how it works.
AI Infrastructure Surge: Why Nvidia, Broadcom, and Power Stocks Can Dominate
The next phase of AI is being built in data centers, chip manufacturing and power grids. Q2 seasonal patterns across Nvidia, Broadcom and NextEra Energy suggest this infrastructure buildout has historical tailwinds behind it.
The Beer Garden Season Is About to Begin
Brewery stocks show clear strength in the spring, driven by better weather and rising demand. Major players like Anheuser-Busch InBev, Heineken, and Carlsberg often perform well from late March into early summer. However, this momentum often weakens in the second half of the year.
Take a Look at Our New Comparison Feature. It’s Wonderful!
Seasonal patterns rarely exist in isolation. When viewed alongside other instruments or timeframes, differences in strength, timing, and consistency begin to stand out. This broader perspective helps reveal how individual patterns behave within the wider market environment – often reshaping how they should be interpreted.
March Volatility: Why the S&P 500 Often Stalls After Early Year Gains
The S&P 500 often slows in March after strong early-year gains. Over the past 15 years, returns have been flat and volatility has picked up mid-month. But history shows momentum tends to improve from April through June, marking a clear seasonal shift.
Fly Me to the Moon
The Artemis program is entering a new phase, increasing investor focus on aerospace and defense stocks. Airbus, Lockheed Martin, and Northrop Grumman play key roles across critical mission technologies. Historical seasonality highlights recurring strength windows in these companies. Investors can use these patterns to refine timing and positioning.
The 4-Year Cycle: Will Gold Rise Even Further?
Periods that are historically difficult for stocks can reveal different dynamics in gold. By examining long-term seasonality and the four-year cycle, gold’s performance is placed into a broader market context that helps frame market behavior over time.
AstraZeneca: February Tailwinds Align with Strong Drug Pipeline Momentum
AstraZeneca is moving into a historically strong February–April phase, backed by a high win rate over 15 years. As clinical progress feeds into broader sentiment and price structure improves, seasonal and fundamental signals appear increasingly aligned heading into early Q2 amid renewed healthcare interest.