{"version":"1.0","type":"card","id":"8d7713fa-d6fb-4248-a2ef-d8085d3e8845","url":"https://stacklist.com/card/8d7713fa-d6fb-4248-a2ef-d8085d3e8845","title":"The Signal Before the Market Surge","source_url":"https://www.linkedin.com/pulse/signal-before-market-surge-david-m-aferiat-kyvae/?trackingId=4uQ%2FhtHsQUCTjUiozKCiuw%3D%3D","note":"Why Seasonality Belongs in Every Investment Committee Packet - \"We've been here before (again and again).\" For portfolio managers, investment committees, and brokerage leaders who want cleaner entries, clearer exits, and fewer unforced errors.","image":{"url":"https://ucarecdn.com/63d1a8b0-8d3e-4269-b92b-5e40de66504f/","alt":"The Signal Before the Market Surge","width":1080,"height":1080},"stack":{"id":"3701d09f-5d84-426c-aef0-e129d294445b","title":"Leadership and Execution Guide","url":"https://stacklist.com/c/education/stack/3701d09f-5d84-426c-aef0-e129d294445b"},"created_at":"2026-08-05T16:51:25.175Z","updated_at":null,"aco":{"summary":"Seasonality is a precision timing framework that helps portfolio managers and investment committees optimize entry and exit points by analyzing historical market patterns across defined windows. The approach combines macro-level index analysis with drill-down sector and ticker selection, while maintaining risk governance through regime awareness and preset exits.","tags":["seasonality","market-timing","investment-strategy","portfolio-management","risk-governance","dow-jones","trading-framework"],"key_entities":[{"name":"Afshin Moshrefi","type":"person","confidence":0.95},{"name":"Tradewave.ai","type":"technology","confidence":0.95},{"name":"Seasonality","type":"concept","confidence":0.98},{"name":"Dow Jones Transportation Average","type":"organization","confidence":0.9},{"name":"Investment Committee","type":"concept","confidence":0.92},{"name":"Presidential-Election+1 tailwind","type":"event","confidence":0.85},{"name":"Risk Governance","type":"concept","confidence":0.88},{"name":"The 100-Year Pattern","type":"reference","confidence":0.9}],"classification":"framework","language":"en","confidence":0.85,"provenance":{"model":"claude-haiku-4-5","tool":"@stacklist/be@0.1.0","confidence":0.85,"timestamp":"2026-08-05T16:51:31.731Z"},"token_counts":{"approximate":1585,"cl100k":1289},"content_hash":"sha256:230d7c645541456c3ed40464b5533dc64ef7cf4285f35aee2ef9c1ae875f59c7","acp_version":"0.2","body_available":true,"body_tokens":1585,"visibility":"public","agent_accessible":true,"status":"final"},"_links":{"self":"/api/public/card/8d7713fa-d6fb-4248-a2ef-d8085d3e8845.json","html":"https://stacklist.com/card/8d7713fa-d6fb-4248-a2ef-d8085d3e8845","md":"/api/public/card/8d7713fa-d6fb-4248-a2ef-d8085d3e8845.md","stack_json":"/api/public/stack/3701d09f-5d84-426c-aef0-e129d294445b.json"}}