The Fed has shown its hand. The midterms are next. The money won't move evenly.
 

Dear Investor,

 

For weeks, the market has been stuck waiting for two answers.

 

The first was rates. On Sept. 16, the Fed raised rates a quarter point and laid out its path: hinting at possibly one more hike.* You may not like the answer. But the market finally has one.

 

The second is Congress. That gets settled in November.

 

Markets can handle bad news. What they struggle with is not knowing. Once the unknowns clear, the money that sat out starts to move again.

 

Alpha Picks saw that shift firsthand in 2025. Uncertainty around trade policy, the new administration, and interest rates drove its three-month return down 17% through April, compared with a 7.40% decline for the S&P 500. Just three months later, its three-month return had rebounded to 29%.**

 

And the momentum didn’t stop there. Since inception, returns climbed from 184% to 352% in just over 14 months.**

 

Seeking Alpha's Quant system scores nearly every U.S. stock on valuation, growth, profitability, momentum, and EPS revisions. Only stocks that hold a Strong Buy rating for 75+ days make the cut.

 

Our next pick drops tomorrow, Oct. 1.

Get the Picks
 

*Federal Reserve rate hike and additional potential hike from Alpha Picks Market Recap & Portfolio Review (Steven Cress, Seeking Alpha, September 18, 2026).

 

**Performances are as of April 15, 2025 for the 17% and 7.40% returns, July 15, 2025 for the 29% and 184% returns, and September 30, 2026 for the 352% return.

 

Alpha Picks adds two stocks per month—on the closest business day to the 1st and 15th. Alpha Picks removes stocks based on rating thresholds (i.e., when a rating changes to a "Sell"). Performance is calculated and reported daily using time-weighted returns. For more details on the performance calculation and methodology of Alpha Picks, click here.

 

Past performance is no guarantee of future results—any investment carries a potential for loss. Alpha Picks does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Any content and tools on the platform are offered for informational purposes only. Any views or opinions expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, U.S. investment adviser, or investment bank.

Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001

Why are you receiving this? You subscribed to Seeking Alpha Marketing Updates.

Unsubscribe from this list | Update your email preferences

Seeking Alpha logo
https://email-st.seekingalpha.com/oc/67e56d10d269494f2b02a2a0setwp.kjnv/c21e4154