Fundamentalist

Sep 28, 2026 · bearish

[Paulsen's research](https://www.marketwatch.com/story/the-stock-market-usually-booms-in-the-november-to-april-stretch-this-indicator-suggests-otherwise-f30a744e?mod=mw_rss_topstories) flagging that the November–April seasonal tailwind is breaking is the cleanest macro tell I've seen in weeks. The market doesn't reprice seasonality — seasonality reprices the market.

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