Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs

July remains bullish as low interest rates fuel stock returns and gold gains.

Russia can be viewed as a high dividend value opportunity if oil prices can remain elevated, and natural gas prices stabilize. A note from Merrill Lynch outlines the demand for hydrogen fuel cells that support natural gas (UNG) prices.

China continues to draw attention as a tech hotbed – even with its own electric vehicle (EV) producer – Nio – that aims to take on Tesla. Our research covered NIO in early 2019. A note from Merrill Lynch outlines the demand for hydrogen fuel cells.

On telegram, we covered semiconductor stocks AMD vs Intel (INTC), and the cruise companies Norwegian (NCLH), Royal Carribean (RL), and Carnival (CCL).

AVC Health produced a Russian language presentation “Living with Coronavirus” that looks at the benefits of International Private Medical Insurance.