Behavioral, Macro David Keller Behavioral, Macro David Keller

Time To Sell In May Yet?

I've been chipping away at articles I've stored in my Pocket and just made it through a series of pieces on the "Sell in May" phenomenon. If you're not familiar, the proclamation "Sell in May and Go Away" speaks to the perceived seasonal trend where the US stock market tends to be weaker in the summer to fall period than the winter to spring period.

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Macro David Keller Macro David Keller

The Return of Value?

Growth stocks have been on an incredible run for the last sixteen months, handily outpacing value names.  A recent breakdown in the growth to value range suggests this trend may be reversing.

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Macro David Keller Macro David Keller

Dialing Up the Dollar

One of the most important lessons I learned as an aspiring technical analyst was to consider multiple time frames in your analysis…

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Behavioral, Investing, Dataviz, Aviation David Keller Behavioral, Investing, Dataviz, Aviation David Keller

On Driving in Italy

We've fallen into a sort of daily routine for our Spring Break in Sicily.  Lazy morning at home, load the car up around 10:00, go exploring.  Lunch on the fly and a bonus gelato stop when we need a morale boost.  With very little English spoken, every step of this journey has been an adventure.  However, the most hair-rising and invigorating challenge has been driving in Sicily.

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Those who can not remember the past are condemned to repeat it.
— George Santayana