PolycarpFX

PolycarpFX

Memorial Day and Summer Seasonality Cheat Sheets

Subtle Seasonals and Loud Macro

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PolycarpFX Market Research
May 22, 2026
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Red + White + Blue Marble Swirl Seamless Digital Paper Background Texture -  Abstract Liquid Patriotic 4th of July - Digital Download Files - Etsy

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.

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