Memorial Day brings a longer weekend, barbecue, beer, among other of the finer things in life, such as seasonality charts. The example below show’s D.R Horton with a 100% hit rate over this time window of May 22nd to July. I do think a few of the homebuilders look compelling here, especially if rates top out, even if only short term.
Memorial Day and Summer Seasonality Cheat Sheets
Subtle Seasonals and Loud Macro




