Technical market indicators are weakening as August approaches. Post Election Year weakness is likely to arise in the next two months.
ECB waits for 3%+ inflation levels. Water is a hot topic in ESG investing. Markets rebound after COVID related sell off, but small caps going nowhere.
August is usually a weak month for investors. Post-election year Augusts are no different.
Lumber falls. Communications stocks have juicy dividends. Fintech VC deals lead to exorbitant stock market listings. Sell signals arise in a seasonally weak period.
The NASDAQ’s “Best Eight Months” and Mid-Year Rally have come to an end.
In a recent article, Blair Bowman, a personal friend of AVC Advisory, warned of what he saw as a ‘train crash’ approaching with regards to a growing trend for investors to buy Scotch Whisky Casks.
The Federal Rerserve is acting. S&P 500 shakes off a COVID scare, while Oil and China make waves for investors.
The world is still far from “normal”, according to the Economist. The UK/EU is waking up after COVID. US investors are bullish. Whiskey cask investment looks like a scam.
UK equities are trading at a discount to global peers of more than 40%. This has no equivalence within recent living memory. The UK is bouncing back from the twin hits of the Pandemic and Brexit, and with vaccination figures leading the way globally, it seems ripe for the UK economy to re-open and break out.
Not to be outdone, the usually anemic Eurozone has seen a raft of positive figures after positive figures.
We discuss the pet industry, specifically Trupanion stock and the ETF for the sector, PAWZ. We revisit UK’s depressed valuations and Europe’s increased PMIs. After reviewing the Blue Chip Portfolio, highlighting Nike’s fabulous earnings report, we offer two ‘rebound plays’.
