AAII New York Chapter

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  • 1.  Profiting from Seasonality with Louis Navellier

    Posted 07-29-2025 20:48
    Edited by DENNIS LEWIS 08-24-2025 17:44
    The New York City Chapter will host a webinar:  Profiting from Seasonality with Louis Navellier on Wednesday, August 13, 2025 at 6:30 PM Eastern Time 
    Navellier Bio

    Description: Economic Nirvana with 5% Annual GDP Growth is Coming.  Unfortunately, seasonal weakness in August and early September may spoil the party.  Unless the Fed surprises Wall Street can start to aggressively cut key interest rates, the stock market may experience a summer slowdown.  This will likely be a great buying opportunity as global interest rates collapse, the U.S. dollar gets its "mojo" back, the tariffs are finally resolved and another Russell index realignment in November spark

    Three important points :

    #1) The stock market is shockingly narrow with changing leadership.
    #2) A investor's best defense is a portfolio of fundamentally superior stocks.
    #3) Worldwide economic growth is sputtering due to a demographic decline, but the U.S. is an oasis.
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    A variety of free resources are available at https://navellier.com/
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    Share your thoughts about the presentation in this forum.  
    .
    The Webinar Replay is in the AAII NYC Library  https://community.aaii.com/viewdocument/aaii-new-york-city-and-cleveland? 



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    DENNIS LEWIS
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  • 2.  RE: Profiting from Seasonality with Louis Navellier

    Posted 08-24-2025 17:55
    Edited by DENNIS LEWIS 08-24-2025 17:59

    Comment from an AAII Cleveland Chapter Webinar attendee...

    Thank you for shepherding our sharing in the NY webinar with Navelier on seasonality.  It was a very useful and informative experience. 

    Some key comments that I noted:

    • Any black swan will be driven by kinky credit a la 2008.  [??]
    • Market currently overbought – a lot!  Rally has large component of short-covering.
    • Cutting T-rates will solve many issues [???].
    • Last lengthy yield curve inversion blamed on Yellen "losing control of the yield curve"  [???]
    • With new cars becoming so computer-centric, look out for inevitable upgrades to operating systems, particularly when they require new CPU upgrades. 
    • Global interest rates will collapse!
    • Everyone is trying to monetize AI !
    • Loves NVDA !! 
    • PLTR is current favorite.
    • Brkshr-Hthy currently trades at a Buffet premium.  Watch out for when he retires.
    • Doesn't like hard stops – invites manipulation. 
    • Large potential:  HSAI – Chinese mfg of LIDAR systems for driverless cars.  
    Lidar

    Now we'll see how much comes true ….



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    DENNIS LEWIS
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  • 3.  RE: Profiting from Seasonality with Louis Navellier

    Posted 08-31-2025 12:30

    Hi Dennis, 

    Thank you very much for posting the summary.

    Paddy



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    Padmanabh Srinivas
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    Original Message