The Wednesday Weekly
Financial Market Insight May 13th, 2026
Weekly Market Insight
Welcome to our weekly market update. This newsletter is designed to provide you with current market data, investment insights, and educational information about market trends and strategies. The content herein represents our observations and analysis of market conditions and is intended for informational and educational purposes only. It does not constitute personalized investment advice or a recommendation for any specific security or strategy.
Major Market Indexes
Closing Price as of 05/12/2026
The Strong Tower Difference
Ask Yourself…
What do you own?
Why do you own what you own?
Do you know what you’re truly paying for your investment management and advice?
If you can’t answer these three questions, watch this video
Items of Interest
Market Seasonality
Stock market seasonality refers to the historical tendency for markets to perform differently during certain times of the year, month, or even week. It is based on recurring investor behavior, economic cycles, tax patterns, earnings schedules, and institutional money flows.
One of the best-known seasonal patterns is:
“Sell in May and Go Away”
This old Wall Street saying reflects the historical tendency for stocks to perform better from November through April than from May through October.
Historically:
November–April has often produced the majority of annual market gains.
May–October has tended to be weaker and more volatile.
That does not mean markets always fall in summer. Only that average returns have historically been lower.
Monthly Seasonality:
Certain months have stronger historical tendencies:
January: Often strong due to new investment flows and the “January Effect”. (Which we have discussed in previous Newsletters).
February - September: Generally, more mixed.
September: Historically the weakest month.
October: Volatile but often suggest market bottoms.
November - December: Frequently strong. (The Santa Claus Rally that we have also previously discussed).
Important Limitation:
Seasonality is a tendency, not a prediction tool. It provides insight and reoccurring market “biases”.
For example:
Some “weak” seasonal periods have produced major rallies.
Some “strong” seasonal periods have seen bear markets.
Macro events, interest rates, earnings, inflation, and geopolitical events, usually matter more than seasonality alone.
Momentum Investing
Momentum or trend-following strategies aim to capture returns by favoring assets with persistent relative strength while reducing exposure to weaker performers. Over time, this disciplined approach can produce favorable long-term results; however, it does experience periods of volatility and interim underperformance.
These fluctuations typically occur as market leadership rotates across sectors or asset classes. During such transitions, short-term performance can diverge from expectations and may feel inconsistent with investor intuition, which can challenge adherence to the strategy.
Maintaining discipline and following a systematic process is essential, as momentum strategies rely on long-term consistency rather than short-term outcomes.
Momentum investing generally differs from traditional valuation-based approaches that emphasize “buy low, sell high.” Instead, it focuses on securities that have already demonstrated relative strength, with the objective of maintaining exposure to assets that continue to perform well over time.
Current Strong Tower Model Allocation
Clients Only — Allocation as of 05/12/2026
Bottom Line:
56.00% of our model is currently in the top 4 Industry Groups.
92.00% of our model is currently in the top 8 Industry Groups.
About Us
At Strong Tower Wealth Management, we offer comprehensive wealth management services using a goal-focused and holistic approach that considers each client’s overall financial situation, including their family, circumstances, and objectives. Our services include investment management, insurance planning, and estate planning coordination, provided with an emphasis on clarity and transparency.
Not a client yet? We invite you to schedule an introductory assessment with Brett to discuss your financial goals and learn more about how we can support you.
Brett Lewis
Founder / Managing Director
Strong Tower Wealth Management
www.strongtowerwealthmanagement.com