November Highest vs September Lowest! The Absolute Law of Monthly Stock Price Patterns | Myeong Minjun, Seo Sujin, Song Jae-kyung

November Highest vs September Lowest! The Absolute Law of Monthly Stock Price Patterns | Myeong Minjun, Seo Sujin, Song Jaekyeong [Stock Beginner Rescue Team]
Watch on YouTube ↗  |  September 07, 2026 at 14:00  |  41:42  |  3PRO TV (삼프로TV)
Speakers
Song Jaekyung — CEO

Summary

Dimension Investment Advisory CEO Song Jae-kyung explains S&P 500 monthly seasonality, led by September weakness from tax-loss harvesting and November-April strength. He then breaks down political-donation ETFs, congressional stock-trading ETFs, and their performance versus the index. Finally, he covers upcoming Oracle and Adobe earnings, macro data, and Korea-specific political risks.

  • Seasonality is defined as intra-year recurring patterns, distinct from longer cycles.
  • Over the past 25 years, November has been the best S&P 500 month and September the weakest.
  • September weakness is linked to US mutual fund fiscal year-end tax-loss harvesting.
  • Political-donation ETFs DEMZ and MAGA underperformed SPY over five years.
  • Congressional stock-trading ETFs have historically beaten the S&P 500.
  • Democratic congressional portfolios lean toward big tech, while Republican portfolios lean toward energy, construction, and finance.
  • Key upcoming watch points include Oracle debt response, Adobe software-sector signal, PPI/CPI, and FOMC.
  • US pressure on South Korea is flagged as a Korea-specific market risk.
Ideas
Song Jaekyung CEO 6:43
September S&P 500 deserves extra caution.
Over the last 25 years, September has been the weakest month for the S&P 500, especially late September. The speaker attributes this to US mutual funds with September fiscal year-ends doing tax-loss harvesting, which creates concentrated selling; unless July-August already had a large drawdown, September deserves extra caution.
SPY HIGH
Song Jaekyung CEO 20:47
Politics-based ETFs underperform the broad index.
Political-donation-based ETFs select companies by whether they donate to Democrats or Republicans rather than by economic logic. Over the past five years, DEMZ returned about 63% and MAGA returned about 57%, while SPY returned about 73%, so both politically built portfolios underperformed the broad index.
MAGA DEMZ HIGH
Song Jaekyung CEO 25:16
Congressional stock-trading ETFs beat the index.
US lawmakers must disclose stock trades over $1,000 within 45 days under the STOCK Act, so their disclosed portfolios can be tracked. The Democratic congressional trading ETF returned about 110% and the Republican one about 79% over five years, beating SPY's roughly 73%. The speaker suggests the portfolio ETF is the easiest way to follow this, and newly added holdings are useful research leads.
GOP NANC HIGH
Song Jaekyung CEO 37:15
Watch Oracle debt and earnings reaction.
Oracle's earnings this week matter because Oracle's debt has jumped significantly. The speaker says investors should watch how bond investors respond to that debt, making Oracle a key test of how much balance-sheet leverage the market will tolerate.
ORCL MED
Song Jaekyung CEO 37:23
Adobe earnings signals software sector direction.
Adobe's earnings will be a barometer for the software sector: software stocks had rallied about 50% from the bottom but began fading last Friday, so Adobe's report should confirm whether the software rebound resumes or is ending.
ADBE MED
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This 3PRO TV (삼프로TV) video, published September 07, 2026, features Song Jaekyung discussing SPY, MAGA, DEMZ, GOP, NANC, ORCL, ADBE. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Song Jaekyung  · Tickers: SPY, MAGA, DEMZ, GOP, NANC, ORCL, ADBE