‘Bond God’ sees even lower rates in 2015; Zuckerberg vows to read more Critical intelligence before the U.S. market opens ReutersMichael Perry flies a DJI Inspire 1 flying platform at CES 2015 in Las Vegas,The fat guy in the hip red jacket has come and gone, leaving us with a near-3% gain on the S&P for the second half of December. Sounds generous enough, but considering the rally didn’t even bring the full month into the black, it was more like getting socks when you really wanted a Tonka truck. Useful, but not exactly the Santa upside you had envisioned. Now it’s time to move on to the next market axiom that you might do well to ignore. Seasonality is still on firmly on the side of the bulls in the form of the “January effect,” a stretch when investors typically put capital back to work after trimming positions into the year-end. That’s not the only historical tailwind set to blow markets higher. Back in November, the Stock Trader’s Almanac pointed out that the Dow had been up 22 out of the last 27 years from Thanksgiving to the end of the year. It didn’t work out that way this time around. But there’s a bullish statistical nugget to cherry pick. With each of the other five soft finishes, the following year has exploded with high double-digit gains,the Almanac explained. Six in a row? The best way to reap the January love, assuming you’re a trend type of guy, is to get long(er) small caps. They seem to fall into favor when the chill sets in. Some ETFs that Zacks says could benefit from history repeating itself are the iShares Micro-CapIWC, -0.26% First Trust Small Cap Core AlphaDEX FYX, -0.73% and the RevenueShares Small Cap RWJ, -0.89% In the short term, we have auto sales filtering through today, some Fed minutes midweek and a jobs report on Friday. Those combine to set the early course for 2015 and maybe get major indexes back to their “real” 2000 highs (check the chart of the day to see how far we need to go.) marketwatch