Technical market indicators are weakening as August approaches. Post Election Year weakness is likely to arise in the next two months.
August is usually a weak month for investors. Post-election year Augusts are no different.
The NASDAQ’s “Best Eight Months” and Mid-Year Rally have come to an end.
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’.
Entering a bullish period after a fake out breakdown overreaction after the FOMC last week. What to watch this summer and what is setting up for a run now.
July is the best of the worst months, but in post-election years it unexpectedly better than usual.
Pension returns are elevated. Healthcare stocks could be a safe haven. The Federal Reserve spooks the market,.