Luca Socci Investing Group

Summary

History is 18-for-18: every midterm cycle since 1954 saw the S&P 500 higher 12 months after Election Day.

Most gains occur from November to April, making early positioning critical to avoid opportunity cost.

Valuations are expensive, but history suggests the market's strongest phase may be about to begin. Here's how I'm putting cash to work.

I am maintaining equity exposure through April 2027, only selling if fundamentals deteriorate, given the favorable historical setup.

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Introduction: The Midterm Election Pattern

Eighteen out of eighteen. This is what history says about what's coming. While the past never guarantees future results, we rarely see such a strong pattern as the one I want to discuss here.…