As investors ponder what this year may hold for the markets, the inter-relationships between politics, economics, fiscal policy, monetary policy, and corporate actions can seem very complex. This year could feature seemingly chaotic movements in economic data as we wrote about in our 2024 Outlook. Investors may feel overwhelmed and seek a simple answer, a rule of thumb, to help make decisions when things seem too complicated to analyze. We don't place any value on market folklore like the "January Effect" or the "Super Bowl indicator," but we are often asked about them during this time of the year. Jittery ... (full story)