Is The 'Sell in May & Go Away' Thematic Outdated?

Robert Baharian from Longview Capital Partners observes that the market dynamics have been rapidly fluctuating. He notes that after consistent drops, the recovery is marked by sustained buying pressure. The S&P 500 shows promising growth, with nine consecutive positive days not seen in 20 years.

Robert points out that market sentiment suggests the worst is likely behind us. Consumer confidence is rising even with past financial turmoil. Earnings reports, although not as robust as before, indicate strong corporate health, providing forward guidance despite uncertainties around tariffs.

On the adage "sell in May and go away," Robert views it as outdated. Historical data from the last decade shows positive returns in May and beyond. Staying invested is crucial, as missing out on big recovery days can lead to losses. Patience in the market cycle is key.

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