I would say that. Shipping stocks like most sectors have many more variables than a time of month.
I usually look for evidence that leading stocks in certain sector are trading well then look for others in that sector that may be next.
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Replying to @MasterBJones and @traderbjones
What hints do you look for; showing a sector is about to heat up in future? Ex.) I saw a tweeter say shipping stock are always good in Nov. Thoughts? Blessings