Ideas
Our observations, insights and news from the investment world
- 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.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 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.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 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.
To access this post, you must purchase Subscription Plan – AVC Pro.
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.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 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.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 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.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 3.06.2023
Unit-Linked Insuranace Policies (ULIPs) are a tax efficient method for Portgual residents to invest, save and pass on wealth.
May is not an inspiring month for investors. Only a couple of sectors usually post positive gains. Election years are no different.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 1.02.2023
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription, News
- Tags: Seasonality
In stark contrast to last year, 2023 is off to a bullish start. S&P 500 finished the month strong with a 6.2% gain. The January Barometer is positive! This is the best S&P January since 2019 which was also the last year the S&P 500 completed our bullish January Indicator Trifecta. The January Indicator Trifecta …
January’s Forecast for 2023 Read More »
To access this post, you must purchase Subscription Plan – AVC Pro.