Research topic180 readings
Seasonality and regimes
Seasonality and regimes within portfolio-and-market-context.
FieldPortfolio and market context1034 readingsThe registry
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The archive180 readings
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2008Commodity, credit and bond alignment is not a forecast2008Weather regimes and agricultural markets: a 2007-2008 case study2009Check the regime before you hunt a setup2009Withhold an equity regime label until credit-linked ratios agree2010Grain price regimes start with the crop cycle, the dollar, and leftover inventories2010Corn and wheat staggered calendars as dollar-neutral seasonal spreads2011Treat a long-horizon chart analog as a regime scenario2011Name the S&P 500 trend regime before using weekly and monthly seasonality2012A seasonal window still needs regime and chart confirmation2012Seasonal windows that wait for confirmation2012A 2012 case study in Kondratieff-wave and presidential-cycle overlays2012Construct a regime-aware context from sector rotation