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Tokyo + Japan
Posts: 5 since Jun 2026
Thanks Given: 4
Thanks Received: 4
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Thank you for your comment!
Yes, I agree seasonality has lost some of its edge lately, and even more so recently.
A lot of it comes down to how much macro/political noise has been overriding normal seasonal patterns. Energy sector is a good example, with things like the Iran conflict and Trump's social media swinging prices far more than storage cycles or weather ever would in a "normal" year.
Same story in grains, where trade tension with China has disrupted the usual seasonal demand flow from Chinese buyers.
That said, I don't think this kills the approach, it just raises the bar on filtering. If you're selective about which commodities and which spreads you trade, and you're not blindly trusting a 15-year seasonal chart without checking what's driving price action right now, I think the statistical edge is still there.
I still use it as part of my process and it's working, but I trade very selectively, only a handful of trades a month.
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