Historically, Septembers work out to be #12 out of 12 in terms of market performance. They are the worst of all months for all of the indexes: S&P 500, NASDAQ, DJIA, and the Russell. But 2023 is also the 3rd year of a presidential cycle. Those years averaged a return of 16.8% return since 1949. Why do elections matter? Because the Rich Men north of Richmond want to stay in office. We talk about these patterns and how we expect the year to go. We also look at some stocks, including TSLA, CRM, LULU, and DELL, and discuss some recent economic reports: PCE inflation report and Non-farm payrolls.

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