Category: Analytics
- 10.01.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: SPX, XLC, XLE, XLF, XLk
With the new year and new decade already here, the markets closed on one of the strongest years for the US equity market in the past decade. The S&P 500 (SPX) was up nearly 29% in 2019 - the second best year in the 2010s, only 2013’s return of just over 29% beat it. All broad sectors produce gains last year, with nine out of the 11 broad sector SPDR ETFs posting gains greater than 20%. The top three sectors, using SPDR ETFs as proxies, were technology (XLK), communication services (XLC, basically a technology ETF), and financials (XLF), returning 47.90%, 29.92%, and 29.22%, respectively. Energy (XLE), on the other hand, was
- 1.01.2020
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: 2020, SPX, Tech
With worldwide central bank rate cuts at record highs and inflated SPX valuations, Wall Street earnings estimates for Q1 2020 look excessive. This is a typical sign of last cycle bull market. Mega-caps are able to outperform and hold earnings margins, but can they continue?
We review what JP Morgan and BAML analysts have to say about the current state of the US economic landscape. Why would they make top recommendations in Energy, Small Caps, Industrials and Transportation for 2020?
- 30.12.2019
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: IWM, January, Seasonal Strategy, SPX
January is typically a good month for US stocks. However, during election years that is not always the case. Nasdaq stocks usually perform the best in January.
- 23.12.2019
- Categories: Analytics, AVC Pro Subscription
- Tags: Seasonal Strategy, SPX
Political stability creates a solid back drop for a decent 2020. The US Fed is accomodative while weak earnings and high valuations remain.
- 25.11.2019
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: DJIA, IWM, NASDAQ, NDX, Russell 2000, RUT, S&P 500, Santa Claus Rally, SPX, SPY
Novemeber is tracking the seasonal patterns very closely. We still expect a mild pullback early next week, but from then on we are likely to see post-Thanksgiving gains. Early December can be disappointing for bullish traders, but as Christmas approaches the bulls come back to the parade.
- 15.11.2019
- Categories: Analytics, Investment ideas, Personal finance
- Tags: RUT, Seasonal Strategy, SPX
There are several market tendencies or historical biases that we highlight throughout the year. One historical tendency worth noting at this time of year is the "January Effect." The “January Effect” refers to the tendency of small cap stocks (as a group) to outperform their large cap counterparts early in the calendar year.
- 7.11.2019
Markets are up strongly since issuing the recent Buy Signal. The next two weeks often have retracements of monst of the gains in the first days of November. This mid-November weakness is a good time to add to positions.
- 27.10.2019
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: DJIA, NASDAQ, Seasonal Strategy, SPX
November is generally a very good month for US stocks. However, in years preceeding US Presidential elections, November has not always shown a strong performance. This year, options expiration week comes early. Our calendar shows the dates investors need to watch.
- 14.10.2019
We lay out the buy points and stop losses for the Tactical ETF Portfolios based on the the Seasonal Trade Strategy
- 11.10.2019
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: DIA, IWM, QQQ, SPY
Suddenly, the market turns bullish. The seasonal bull run has begun and investors are jumping in.