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Ideas

Our observations, insights and news from the investment world

Letters of Wishes: The Secrets of Trust

We discuss the basic components of a simple letter of wishes including investment instructions, beneficiary designations, appointment of a ‘consultant’, and other discreet details left only for the eyes of the Trustees. Secrecy and confidentiality are important aspects of the letter of wishes that are not replicated in other documents. Legal expertise is advised when …

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BoA Research: Global Wave and Bubbles

Global Wave
Last week, BoA published two articles that seemingly opposing forecasts for global equity markets. After closer look, BoA puts forth a strong case for sector rotation, as the global economy performs a soft-landing.
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What Kind of Rally will Santa Claus Bring This Year?

The Santa Claus Rally is a phenomenon in the stock markets that consists of a rise in stock prices from the last week of December to the first two days of January. The S&P 500 has averaged gains of 1.10% in retrospect during this rally. Will there be a Santa Claus Rally this year?

Election Years: Importance of Incumbant

When looking at the seasonal patterns for election years, like 2024, mostly bullish patterns appear for the US markets. The most bullish scenario is when there is a sitting president running for reelection. In those years, NASDAQ has averaged a full-year gain of 19.14%. This is much stronger than the 12.73% average gain in all …

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Bounce After (Tax) Harvest

Rabbit jumping
A list of stocks likely to bounce after tax loss harvesting.
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Healthcare: Highlights For Two Growth Stocks

Two companies seem poised for continued strong upside appreciation. Overall descretionary healthcare spend still increasing.
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Hyperscaler Build Out

AVC Advisory Cloud Computing
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.
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Not All AI is Equal

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 …

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December Stay Bullish

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.
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Pre-Election Year November

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.
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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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