A Historically Bullish Window Is About to Close

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Editor’s Note: The market may seem unpredictable from one day to the next. But when you study enough history, certain patterns begin to emerge.

We have certainly seen plenty of back-and-forth action lately, especially in technology stocks. Still, the underlying growth of the economy remains very good, and earnings season is off to a strong start. In the end, fundamentals rule the roost.

But even in a fundamentally healthy market, timing can make a meaningful difference. That is the idea behind the seasonal research TradeSmith CEO Keith Kaplan has spent years developing.

Yesterday, Keith shared his latest findings during the Breakthrough 2026 event. And one of them is especially timely: The S&P 500 is approaching the end of a historically favorable seasonal window on July 23.