January Barometer

Categories: Financial Theory

Witches believe you can learn a lot about your own life by reading your tea leaves at the bottom of your mug. Others think that you can predict the stock market’s performance for the rest of the year by only looking at its January performance, known as the January barometer.

The January barometer hypothesis is that if the stock market goes up in January, it’ll also go up in December, at the end of the year. This shockingly simplistic stock market barometer was not-so-shockingly hypothesized in the early 1970s.

Even though it’s a simple thought, it’s true that the S&P 500 rises for the rest of the year if it does so in January, and vice versa, if you look at historical trends. The predictive power of the January barometer was actually all right for a decade...until the 1980s (we all know a lot happened in the '80s).

Better to have thought and been wrong than to have not thought at all.

Related or Semi-related Video

Finance: What are January Effect and San...3 Views

00:00

Finance allah shmoop what are the santa claus rally and

00:05

the january effect Well we actually attended a santa claus

00:10

rally last december the energy in the arena was off

00:13

the charts Who knew elves could be that loud Yeah

00:17

really Ok so in finance land a santa claus rally

00:21

is well something else it refers to a rally or

00:25

rise in stock prices during the month of december and

00:28

they don't even need magical reindeer Teo you know achieve

00:32

lift off Why december Because according to you our desk

00:35

calendar december is the last month of the year on

00:39

for a whole bunch of tax and accounting reasons there

00:42

are trades that need to happen before the end of

00:45

the calendar year like professional funds need to have a

00:48

certain minimum amount invested in the stock market rather than

00:52

holding cash or there was some huge hot stock that

00:55

they want to show that they at least own for

00:58

pa art of the year so they buy it in

01:00

december and all investors want to sell their losers either

01:04

for the tax loss or just because they don't want

01:06

those on their annual report that they owned a million

01:09

Shares of dog crap dot com so because everything is

01:12

better with acute see name attached well this onslaught of

01:16

activity has been termed the santa claus rally and generally

01:20

there is more buying than selling as optimism generally beats

01:24

pessimism this time of year So historically stocks have gone

01:28

up right around christmas All right so what about the

01:30

january effect Well because all the buying has bought up

01:34

the quote loose unquote shares in the market place or

01:38

rather the nervous nellies who kind of sort of wanted

01:41

to sell their shares have now sold them While there

01:43

simply isn't the supply of shares at lower prices available

01:47

for buyers to buy and so with the same demand

01:49

unless supply prices go up yeah eq on one first

01:53

week and to boot Yeah there's typically an increase in

01:56

stock prices after new year's which financial gurus have lovingly

02:01

named the january effect Or as mrs claus calls at 00:02:05.17 --> [endTime] santa's recovery period No

Find other enlightening terms in Shmoop Finance Genius Bar(f)