Ideas
Our observations, insights and news from the investment world
- 29.11.2023
- Categories: AVC Pro Subscription, AVC UL Subscription, Investment ideas
As Hyperscalers like Microsoft and Amazon develop their cloud computing, one chip stock stands to benefit as the companies build specific chips for their servers.
We examine differences in AI-related funds and highlight some names you might not consider to be AI-related. Even though artificial intelligence (AI) continues to make headlines, not all AI-related investments have seen the same price action over the last few months. The fresh headlines from the weekend discussed Sam Altman being ousted as the CEO …
- 21.11.2023
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription
- Tags: IWM, Russell 2000, S&P 500, Seasonality, SPX
December is better than November in Pre-election years for the most part. Weakness in the beginning will lead to a good run in the end of the month.
- 9.11.2023
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription
- Tags: IWM, Russell 2000, S&P 500, Seasonality, SPX
November marks the beginning of the bullish season for stocks, especially small caps. As the market moves to bullishness we have witnessed a huge rally.
- 25.09.2023
- Categories: AVC Pro Subscription, AVC UL Subscription, Personal finance
Usually Octobers turn back on the bullish signals for the market. In pre-election years Octobers can be very weak, however.
September is historically one of the weakest months for equities, and so far, the month is living up to its reputation. Through 9/15, the S&P 500 (SPX) is down about 1.3%, but for the month that holds the “weakest month of the year” title that seems a bit tame. Studies show that it has historically …
- 1.09.2023
- Categories: Analytics, AVC Pro Subscription
- Tags: DJIA, IWM, NASDAQ, Seasonality, SPX
September gets no respite from positive pre-election year forces. Positive year returns going into what becomes a bad August leads to a better chance of September being a decent month, however.
- 29.07.2023
- Categories: Analytics, AVC Pro Subscription
- Tags: S&P 500, SPX, vix
With realized market volatility remaining muted in recent weeks and expected volatility (i.e., the VIX) sitting at multi-year lows, today we examined the relationship in the perspective of forward returns.
- 25.06.2023
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription
Simple sell signals are appearing, including the lack of momentum in leading stocks recently. July in pre-election years is weaker than average Julys. A NASDAQ mid-July rally could occur.
- 3.06.2023
Unit-Linked Insuranace Policies (ULIPs) are a tax efficient method for Portgual residents to invest, save and pass on wealth.